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 | $132,244 | $82,286+60.7% | $68,791+92.2% | $134,475-1.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.75% | -2.19%-20.6pp | -6.38%-16.4pp | 417.96%-440.7pp |
| Employer contribution / active EE | $19,151 | $3,301+480.2% | $2,655+621.3% | $4,740+304.1% |
| Participant deferral / active EE | $14,352 | $4,739+202.9% | $3,941+264.2% | $6,400+124.3% |
| Admin fee / account holder | $6,324 | $6,481-2.4% | $4,932+28.2% | $11,426-44.7% |