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 | $79,457 | $105,181-24.5% | $159,436-50.2% | $85,850-7.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -22.83% | 45.07%-67.9pp | 263.57%-286.4pp | 318.53%-341.4pp |
| Employer contribution / active EE | $4,585 | $3,318+38.2% | $4,829-5.1% | $2,565+78.7% |
| Participant deferral / active EE | $8,920 | $5,945+50.0% | $7,352+21.3% | $3,952+125.7% |
| Admin fee / account holder | $19,392 | $6,933+179.7% | $10,799+79.6% | $6,260+209.8% |