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 | $242,981 | $106,515+128.1% | $96,683+151.3% | $139,434+74.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -9.15% | 38.43%-47.6pp | 35.69%-44.8pp | 372.94%-382.1pp |
| Employer contribution / active EE | $2,406 | $4,103-41.4% | $3,737-35.6% | $4,751-49.4% |
| Participant deferral / active EE | $7,474 | $5,454+37.0% | $4,878+53.2% | $6,710+11.4% |
| Admin fee / account holder | $6,729 | $7,877-14.6% | $6,7300% | $11,403-41.0% |