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 | $158,240 | $100,754+57.1% | $86,677+82.6% | $134,475+17.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.80% | 29.04%-51.8pp | 35.91%-58.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $3,771 | $3,489+8.1% | $2,836+32.9% | $4,740-20.4% |
| Participant deferral / active EE | $5,982 | $5,338+12.1% | $4,656+28.5% | $6,400-6.5% |
| Admin fee / account holder | $2,931 | $10,926-73.2% | $7,493-60.9% | $11,426-74.3% |