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 | $109,868 | $52,903+107.7% | $73,307+49.9% | $59,632+84.2% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -28.32% | 12.20%-40.5pp | 5.67%-34.0pp | 2041.28%-2069.6pp |
| Employer contribution / active EE | $2,358 | $1,909+23.6% | $3,237-27.1% | $2,203+7.1% |
| Participant deferral / active EE | $2,152 | $4,069-47.1% | $4,991-56.9% | $3,192-32.6% |
| Admin fee / account holder | $5,104 | $3,834+33.1% | $5,637-9.5% | $4,297+18.8% |