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 | $162,324 | $167,484-3.1% | $151,611+7.1% | $134,475+20.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.35% | 7.80%-33.2pp | 3.33%-28.7pp | 417.96%-443.3pp |
| Employer contribution / active EE | $13,070 | $6,829+91.4% | $6,166+112.0% | $4,740+175.8% |
| Participant deferral / active EE | $17,218 | $8,986+91.6% | $8,363+105.9% | $6,400+169.0% |
| Admin fee / account holder | $1,342 | $13,783-90.3% | $11,616-88.4% | $11,426-88.3% |