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 | $180,924 | $167,484+8.0% | $151,611+19.3% | $134,475+34.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.16% | 7.80%-33.0pp | 3.33%-28.5pp | 417.96%-443.1pp |
| Employer contribution / active EE | $12,314 | $6,829+80.3% | $6,166+99.7% | $4,740+159.8% |
| Participant deferral / active EE | $10,178 | $8,986+13.3% | $8,363+21.7% | $6,400+59.0% |
| Admin fee / account holder | $3,800 | $13,783-72.4% | $11,616-67.3% | $11,426-66.7% |