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 | $170,076 | $96,956+75.4% | $70,014+142.9% | $273,961-37.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -36.77% | 12.93%-49.7pp | 12.99%-49.8pp | 41.45%-78.2pp |
| Employer contribution / active EE | $12,186 | $3,316+267.5% | $2,338+421.1% | $4,869+150.3% |
| Participant deferral / active EE | $5,644 | $3,744+50.8% | $2,931+92.6% | $5,287+6.8% |
| Admin fee / account holder | $11,830 | $7,934+49.1% | $4,380+170.1% | $10,132+16.8% |