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 | $148,758 | $76,000+95.7% | $154,107-3.5% | $64,186+131.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.12% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.8pp |
| Employer contribution / active EE | $3,038 | $3,351-9.3% | $5,298-42.6% | $2,381+27.6% |
| Participant deferral / active EE | $8,616 | $3,175+171.4% | $5,081+69.6% | $3,470+148.3% |
| Admin fee / account holder | $4,697 | $5,596-16.1% | $13,411-65.0% | $4,888-3.9% |