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 | $179,800 | $100,754+78.5% | $86,677+107.4% | $134,475+33.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.23% | 29.04%-51.3pp | 35.91%-58.1pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,464 | $3,489-29.4% | $2,836-13.1% | $4,740-48.0% |
| Participant deferral / active EE | $6,357 | $5,338+19.1% | $4,656+36.5% | $6,400-0.7% |
| Admin fee / account holder | $314 | $10,926-97.1% | $7,493-95.8% | $11,426-97.3% |