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 | $95,186 | $100,754-5.5% | $86,677+9.8% | $134,475-29.2% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -21.61% | 29.04%-50.6pp | 35.91%-57.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $6,020 | $3,489+72.5% | $2,836+112.2% | $4,740+27.0% |
| Participant deferral / active EE | $9,074 | $5,338+70.0% | $4,656+94.9% | $6,400+41.8% |
| Admin fee / account holder | $727 | $10,926-93.3% | $7,493-90.3% | $11,426-93.6% |