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 6-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 | $120,179 | $82,286+46.0% | $68,791+74.7% | $134,475-10.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.92% | -2.19%-21.7pp | -6.38%-17.5pp | 417.96%-441.9pp |
| Employer contribution / active EE | $17,515 | $3,301+430.6% | $2,655+559.6% | $4,740+269.5% |
| Participant deferral / active EE | $13,854 | $4,739+192.4% | $3,941+251.5% | $6,400+116.5% |
| Admin fee / account holder | $1,029 | $6,481-84.1% | $4,932-79.1% | $11,426-91.0% |