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 10-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 | $232,545 | $105,860+119.7% | $90,749+156.2% | $134,475+72.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.84% | -11.01%-10.8pp | -12.16%-9.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $16,938 | $3,462+389.2% | $2,921+479.9% | $4,740+257.4% |
| Participant deferral / active EE | $10,929 | $5,216+109.5% | $4,564+139.4% | $6,400+70.8% |
| Admin fee / account holder | $4,523 | $13,938-67.5% | $8,445-46.4% | $11,426-60.4% |