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 | $174,090 | $106,543+63.4% | $91,220+90.8% | $134,475+29.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.08% | 160.60%-181.7pp | 114.01%-135.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $7,057 | $3,331+111.9% | $2,850+147.6% | $4,740+48.9% |
| Participant deferral / active EE | $15,775 | $4,719+234.3% | $4,234+272.6% | $6,400+146.5% |
| Admin fee / account holder | $1,980 | $6,231-68.2% | $5,420-63.5% | $11,426-82.7% |