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 | $245,853 | $95,561+157.3% | $77,163+218.6% | $139,434+76.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -6.38% | 54.92%-61.3pp | 37.87%-44.3pp | 372.94%-379.3pp |
| Employer contribution / active EE | $9,554 | $3,147+203.6% | $2,535+276.9% | $4,751+101.1% |
| Participant deferral / active EE | $8,214 | $4,624+77.7% | $3,833+114.3% | $6,710+22.4% |
| Admin fee / account holder | $4,016 | $8,295-51.6% | $5,472-26.6% | $11,403-64.8% |