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 | $202,426 | $177,572+14.0% | $154,803+30.8% | $142,382+42.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -49.96% | 65.07%-115.0pp | 58.88%-108.8pp | 217.08%-267.0pp |
| Employer contribution / active EE | $5,529 | $4,810+14.9% | $4,305+28.4% | $4,299+28.6% |
| Participant deferral / active EE | $24,011 | $6,272+282.9% | $5,540+333.4% | $6,507+269.0% |
| Admin fee / account holder | $1,560,227 | $16,786+9194.9% | $14,329+10788.5% | $12,624+12259.5% |