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 | $226,569 | $142,344+59.2% | $119,609+89.4% | $134,475+68.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.01% | -12.44%-10.6pp | -14.97%-8.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $4,767 | $5,222-8.7% | $4,232+12.7% | $4,740+0.6% |
| Participant deferral / active EE | $6,121 | $6,469-5.4% | $5,602+9.3% | $6,400-4.4% |
| Admin fee / account holder | $1,368 | $13,584-89.9% | $10,323-86.7% | $11,426-88.0% |