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 | $122,018 | $73,933+65.0% | $96,683+26.2% | $75,163+62.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -6.22% | 26.70%-32.9pp | 35.69%-41.9pp | 160.62%-166.8pp |
| Employer contribution / active EE | $13,414 | $2,928+358.2% | $3,737+259.0% | $2,670+402.4% |
| Participant deferral / active EE | $6,451 | $3,659+76.3% | $4,878+32.2% | $4,125+56.4% |
| Admin fee / account holder | $3,747 | $5,216-28.2% | $6,730-44.3% | $5,651-33.7% |