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 | $142,353 | $110,261+29.1% | $95,745+48.7% | $139,434+2.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -7.25% | 27.11%-34.4pp | 28.35%-35.6pp | 372.94%-380.2pp |
| Employer contribution / active EE | $7,143 | $3,257+119.3% | $2,835+152.0% | $4,751+50.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $48,726 | $6,613+636.8% | $5,678+758.2% | $11,403+327.3% |