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 | $209,102 | $95,193+119.7% | $76,523+173.3% | $135,375+54.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -15.92% | 4.85%-20.8pp | -0.27%-15.6pp | 519.73%-535.7pp |
| Employer contribution / active EE | $13,451 | $3,302+307.3% | $2,647+408.1% | $4,779+181.5% |
| Participant deferral / active EE | $13,619 | $4,639+193.6% | $3,835+255.1% | $5,609+142.8% |
| Admin fee / account holder | $12,509 | $6,249+100.2% | $4,848+158.0% | $10,827+15.5% |