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 | $171,275 | $99,032+72.9% | $80,019+114.0% | $135,375+26.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.95% | 15.39%-25.3pp | 11.22%-21.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $4,581 | $3,043+50.5% | $2,468+85.6% | $4,779-4.1% |
| Participant deferral / active EE | $8,091 | $4,282+89.0% | $3,686+119.5% | $5,609+44.3% |
| Admin fee / account holder | $1,208 | $10,436-88.4% | $6,521-81.5% | $10,827-88.8% |