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 | $200,973 | $115,770+73.6% | $101,248+98.5% | $158,922+26.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -15.12% | 56.14%-71.3pp | 46.47%-61.6pp | 302.83%-317.9pp |
| Employer contribution / active EE | $3,308 | $4,175-20.8% | $3,660-9.6% | $4,761-30.5% |
| Participant deferral / active EE | $9,705 | $4,957+95.8% | $4,370+122.1% | $5,982+62.2% |
| Admin fee / account holder | $4,831 | $7,245-33.3% | $5,945-18.7% | $11,246-57.0% |