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 | $175,910 | $82,286+113.8% | $68,791+155.7% | $134,475+30.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.48% | -2.19%-19.3pp | -6.38%-15.1pp | 417.96%-439.4pp |
| Employer contribution / active EE | $4,077 | $3,301+23.5% | $2,655+53.6% | $4,740-14.0% |
| Participant deferral / active EE | $10,921 | $4,739+130.5% | $3,941+177.1% | $6,400+70.6% |
| Admin fee / account holder | $3,252 | $6,481-49.8% | $4,932-34.1% | $11,426-71.5% |