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 | $143,943 | $152,509-5.6% | $117,472+22.5% | $134,475+7.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.95% | 52.99%-74.9pp | 29.74%-51.7pp | 417.96%-439.9pp |
| Employer contribution / active EE | $11,384 | $5,571+104.4% | $4,176+172.6% | $4,740+140.2% |
| Participant deferral / active EE | $8,302 | $4,818+72.3% | $4,070+104.0% | $6,400+29.7% |
| Admin fee / account holder | $1,666 | $7,004-76.2% | $5,645-70.5% | $11,426-85.4% |