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 7-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 | $124,635 | $129,942-4.1% | $104,294+19.5% | $134,475-7.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.57% | 42.03%-63.6pp | 24.61%-46.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $20,261 | $4,184+384.2% | $3,372+500.9% | $4,740+327.5% |
| Participant deferral / active EE | $19,083 | $5,588+241.5% | $4,625+312.6% | $6,400+198.2% |
| Admin fee / account holder | $642 | $9,323-93.1% | $7,339-91.3% | $11,426-94.4% |