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 | $185,561 | $135,635+36.8% | $110,238+68.3% | $135,375+37.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.16% | 513.19%-522.3pp | 314.74%-323.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,927 | $4,906-20.0% | $3,826+2.6% | $4,779-17.8% |
| Participant deferral / active EE | $6,657 | $5,506+20.9% | $4,672+42.5% | $5,609+18.7% |
| Admin fee / account holder | $1,664 | $11,457-85.5% | $8,547-80.5% | $10,827-84.6% |