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 | $194,133 | $87,540+121.8% | $75,781+156.2% | $125,391+54.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -12.85% | 13.48%-26.3pp | 9.68%-22.5pp | 282.22%-295.1pp |
| Employer contribution / active EE | $5,550 | $3,930+41.2% | $3,323+67.0% | $4,866+14.0% |
| Participant deferral / active EE | $15,440 | $4,229+265.1% | $3,651+322.8% | $5,352+188.5% |
| Admin fee / account holder | $28,982 | $6,502+345.8% | $5,299+446.9% | $9,540+203.8% |