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 | $142,247 | $107,334+32.5% | $92,893+53.1% | $152,861-6.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -2.02% | 145.58%-147.6pp | 109.41%-111.4pp | 345.32%-347.3pp |
| Employer contribution / active EE | $4,392 | $4,221+4.1% | $3,653+20.2% | $4,762-7.8% |
| Participant deferral / active EE | $10,735 | $4,845+121.6% | $4,236+153.4% | $5,850+83.5% |
| Admin fee / account holder | $50,359 | $7,079+611.3% | $5,794+769.2% | $11,596+334.3% |