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 8-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 | $145,823 | $142,344+2.4% | $119,609+21.9% | $134,475+8.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.09% | -12.44%-7.6pp | -14.97%-5.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $9,000 | $5,222+72.3% | $4,232+112.7% | $4,740+89.9% |
| Participant deferral / active EE | $24,833 | $6,469+283.9% | $5,602+343.3% | $6,400+288.0% |
| Admin fee / account holder | $1,979 | $13,584-85.4% | $10,323-80.8% | $11,426-82.7% |