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 | $166,219 | $85,022+95.5% | $70,515+135.7% | $139,434+19.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | -4.83% | 30.38%-35.2pp | 32.77%-37.6pp | 372.94%-377.8pp |
| Employer contribution / active EE | $2,913 | $3,909-25.5% | $2,973-2.0% | $4,751-38.7% |
| Participant deferral / active EE | $5,249 | $5,890-10.9% | $4,567+14.9% | $6,710-21.8% |
| Admin fee / account holder | $20,270 | $8,906+127.6% | $6,412+216.1% | $11,403+77.8% |