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 | $191,845 | $106,515+80.1% | $96,683+98.4% | $139,434+37.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -4.67% | 38.43%-43.1pp | 35.69%-40.4pp | 372.94%-377.6pp |
| Employer contribution / active EE | $7,932 | $4,103+93.3% | $3,737+112.3% | $4,751+67.0% |
| Participant deferral / active EE | $2,293 | $5,454-58.0% | $4,878-53.0% | $6,710-65.8% |
| Admin fee / account holder | $18,995 | $7,877+141.1% | $6,730+182.3% | $11,403+66.6% |