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 | $191,486 | $167,484+14.3% | $151,611+26.3% | $134,475+42.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.29% | 7.80%-30.1pp | 3.33%-25.6pp | 417.96%-440.3pp |
| Employer contribution / active EE | $6,245 | $6,829-8.6% | $6,166+1.3% | $4,740+31.8% |
| Participant deferral / active EE | $10,632 | $8,986+18.3% | $8,363+27.1% | $6,400+66.1% |
| Admin fee / account holder | $36,900 | $13,783+167.7% | $11,616+217.7% | $11,426+223.0% |