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 | $138,874 | $133,958+3.7% | $112,228+23.7% | $134,475+3.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.24% | 47.11%-68.4pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $8,862 | $4,038+119.5% | $3,635+143.8% | $4,740+87.0% |
| Participant deferral / active EE | $9,270 | $5,291+75.2% | $4,728+96.1% | $6,400+44.9% |
| Admin fee / account holder | $959 | $7,489-87.2% | $6,410-85.0% | $11,426-91.6% |