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 | $153,573 | $76,000+102.1% | $154,107-0.3% | $64,186+139.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.42% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $11,621 | $3,351+246.8% | $5,298+119.4% | $2,381+388.1% |
| Participant deferral / active EE | $2,429 | $3,175-23.5% | $5,081-52.2% | $3,470-30.0% |
| Admin fee / account holder | $13,815 | $5,596+146.9% | $13,411+3.0% | $4,888+182.6% |