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 | $169,366 | $138,065+22.7% | $123,544+37.1% | $135,375+25.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.76% | 153.68%-163.4pp | 119.20%-129.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $17,197 | $5,151+233.8% | $4,628+271.6% | $4,779+259.9% |
| Participant deferral / active EE | $15,084 | $6,799+121.9% | $6,426+134.8% | $5,609+168.9% |
| Admin fee / account holder | $1,196 | $10,916-89.0% | $9,284-87.1% | $10,827-89.0% |