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 | $153,762 | $98,750+55.7% | $149,696+2.7% | $79,858+92.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -10.12% | 27.43%-37.5pp | 276.60%-286.7pp | 31.71%-41.8pp |
| Employer contribution / active EE | $2,662 | $3,216-17.2% | $4,644-42.7% | $2,471+7.7% |
| Participant deferral / active EE | $9,218 | $5,680+62.3% | $6,842+34.7% | $3,740+146.5% |
| Admin fee / account holder | $1,896 | $6,053-68.7% | $9,309-79.6% | $5,306-64.3% |