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 | $193,159 | $95,971+101.3% | $74,550+159.1% | $135,375+42.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.77% | 56.96%-68.7pp | 32.53%-44.3pp | 519.73%-531.5pp |
| Employer contribution / active EE | $4,058 | $2,716+49.4% | $1,961+106.9% | $4,779-15.1% |
| Participant deferral / active EE | $3,137 | $3,843-18.4% | $3,108+0.9% | $5,609-44.1% |
| Admin fee / account holder | $2,996 | $6,522-54.1% | $5,060-40.8% | $10,827-72.3% |