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 6-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 | $133,693 | $78,694+69.9% | $67,652+97.6% | $125,391+6.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -11.78% | 9.46%-21.2pp | 6625.04%-6636.8pp | 282.22%-294.0pp |
| Employer contribution / active EE | $3,850 | $3,044+26.5% | $2,266+69.9% | $4,866-20.9% |
| Participant deferral / active EE | $8,317 | $4,292+93.8% | $3,560+133.6% | $5,352+55.4% |
| Admin fee / account holder | $2,299 | $7,403-68.9% | $4,821-52.3% | $9,540-75.9% |