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 | $159,290 | $133,958+18.9% | $112,228+41.9% | $134,475+18.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.33% | 47.11%-70.4pp | 27.45%-50.8pp | 417.96%-441.3pp |
| Employer contribution / active EE | $4,654 | $4,038+15.2% | $3,635+28.0% | $4,740-1.8% |
| Participant deferral / active EE | $10,328 | $5,291+95.2% | $4,728+118.4% | $6,400+61.4% |
| Admin fee / account holder | $4,624 | $7,489-38.2% | $6,410-27.9% | $11,426-59.5% |