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 | $219,713 | $99,032+121.9% | $80,019+174.6% | $135,375+62.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.41% | 15.39%-24.8pp | 11.22%-20.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $12,381 | $3,043+306.8% | $2,468+401.7% | $4,779+159.1% |
| Participant deferral / active EE | $10,966 | $4,282+156.1% | $3,686+197.5% | $5,609+95.5% |
| Admin fee / account holder | $1,142 | $10,436-89.1% | $6,521-82.5% | $10,827-89.5% |