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 5-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 | $183,272 | $129,942+41.0% | $104,294+75.7% | $134,475+36.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.22% | 42.03%-63.3pp | 24.61%-45.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $26,052 | $4,184+522.6% | $3,372+672.7% | $4,740+449.7% |
| Participant deferral / active EE | $6,612 | $5,588+18.3% | $4,625+43.0% | $6,400+3.3% |
| Admin fee / account holder | $2,209 | $9,323-76.3% | $7,339-69.9% | $11,426-80.7% |