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 6-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 | $123,344 | $110,261+11.9% | $95,745+28.8% | $139,434-11.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -6.55% | 27.11%-33.7pp | 28.35%-34.9pp | 372.94%-379.5pp |
| Employer contribution / active EE | $21,329 | $3,257+554.8% | $2,835+652.5% | $4,751+349.0% |
| Participant deferral / active EE | $18,788 | $4,676+301.8% | $4,245+342.6% | $6,710+180.0% |
| Admin fee / account holder | $57,775 | $6,613+773.6% | $5,678+917.5% | $11,403+406.7% |