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 | $215,458 | $100,754+113.8% | $86,677+148.6% | $134,475+60.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.54% | 29.04%-49.6pp | 35.91%-56.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,473 | $3,489-29.1% | $2,836-12.8% | $4,740-47.8% |
| Participant deferral / active EE | $9,613 | $5,338+80.1% | $4,656+106.5% | $6,400+50.2% |
| Admin fee / account holder | $7,294 | $10,926-33.2% | $7,493-2.7% | $11,426-36.2% |