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 | $244,363 | $167,307+46.1% | $143,757+70.0% | $134,475+81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.21% | 0.46%-23.7pp | -0.04%-23.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $28,633 | $5,619+409.6% | $4,951+478.3% | $4,740+504.1% |
| Participant deferral / active EE | $15,269 | $6,446+136.9% | $5,637+170.9% | $6,400+138.6% |
| Admin fee / account holder | $2,176 | $18,088-88.0% | $14,673-85.2% | $11,426-81.0% |