See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,484 | $133,958-18.3% | $112,228-2.4% | $134,475-18.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.31% | 47.11%-69.4pp | 27.45%-49.8pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,934 | $4,038-27.3% | $3,635-19.3% | $4,740-38.1% |
| Participant deferral / active EE | $29,101 | $5,291+450.0% | $4,728+515.5% | $6,400+354.7% |
| Admin fee / account holder | $16,446 | $7,489+119.6% | $6,410+156.6% | $11,426+43.9% |