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 | $143,167 | $100,754+42.1% | $86,677+65.2% | $134,475+6.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.84% | 29.04%-49.9pp | 35.91%-56.7pp | 417.96%-438.8pp |
| Employer contribution / active EE | $9,585 | $3,489+174.7% | $2,836+237.9% | $4,740+102.2% |
| Participant deferral / active EE | $13,564 | $5,338+154.1% | $4,656+191.4% | $6,400+111.9% |
| Admin fee / account holder | $1,529 | $10,926-86.0% | $7,493-79.6% | $11,426-86.6% |