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 | $207,868 | $64,324+223.2% | $118,925+74.8% | $79,858+160.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | -0.82% | 86.45%-87.3pp | 35.88%-36.7pp | 31.71%-32.5pp |
| Employer contribution / active EE | $3,148 | $1,836+71.4% | $3,263-3.5% | $2,471+27.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,677 | $4,040+238.5% | $6,581+107.8% | $5,306+157.7% |