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 | $162,444 | $165,912-2.1% | $122,332+32.8% | $147,584+10.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | -10.28% | 34.55%-44.8pp | 30.27%-40.6pp | 578.55%-588.8pp |
| Employer contribution / active EE | $8,252 | $5,754+43.4% | $4,050+103.7% | $4,876+69.2% |
| Participant deferral / active EE | $7,200 | $4,005+79.8% | $3,287+119.1% | $5,439+32.4% |
| Admin fee / account holder | $1,324 | $7,424-82.2% | $5,478-75.8% | $10,885-87.8% |