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 | $109,997 | $72,404+51.9% | $110,238-0.2% | $64,186+71.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.64% | -6.29%-2.4pp | 314.74%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $5,466 | $2,282+139.6% | $3,826+42.8% | $2,381+129.6% |
| Participant deferral / active EE | $6,341 | $3,469+82.8% | $4,672+35.7% | $3,470+82.8% |
| Admin fee / account holder | $1,382 | $5,664-75.6% | $8,547-83.8% | $4,888-71.7% |