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 | $175,458 | $154,117+13.8% | $129,995+35.0% | $139,434+25.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -7.36% | 32.48%-39.8pp | -137.18%+129.8pp | 372.94%-380.3pp |
| Employer contribution / active EE | $1,978 | $5,289-62.6% | $4,320-54.2% | $4,751-58.4% |
| Participant deferral / active EE | $9,163 | $6,710+36.6% | $5,820+57.4% | $6,710+36.5% |
| Admin fee / account holder | $107,846 | $14,007+670.0% | $10,614+916.0% | $11,403+845.8% |