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 5-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 | $220,303 | $152,509+44.5% | $117,472+87.5% | $134,475+63.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -29.89% | 52.99%-82.9pp | 29.74%-59.6pp | 417.96%-447.9pp |
| Employer contribution / active EE | $30,000 | $5,571+438.5% | $4,176+618.4% | $4,740+533.0% |
| Participant deferral / active EE | $13,667 | $4,818+183.7% | $4,070+235.8% | $6,400+113.6% |
| Admin fee / account holder | $2,110 | $7,004-69.9% | $5,645-62.6% | $11,426-81.5% |