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 | $137,230 | $113,935+20.4% | $94,224+45.6% | $125,391+9.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -13.00% | 5.29%-18.3pp | 10.68%-23.7pp | 282.22%-295.2pp |
| Employer contribution / active EE | $18,337 | $4,727+287.9% | $3,587+411.3% | $4,866+276.8% |
| Participant deferral / active EE | $8,000 | $5,179+54.5% | $4,320+85.2% | $5,352+49.5% |
| Admin fee / account holder | $1,243 | $8,391-85.2% | $6,269-80.2% | $9,540-87.0% |