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 | $180,289 | $112,096+60.8% | $95,952+87.9% | $158,922+13.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -0.74% | 171.09%-171.8pp | 91.61%-92.3pp | 302.83%-303.6pp |
| Employer contribution / active EE | $6,899 | $3,198+115.7% | $2,541+171.5% | $4,761+44.9% |
| Participant deferral / active EE | $5,837 | $4,784+22.0% | $4,167+40.1% | $5,982-2.4% |
| Admin fee / account holder | $4,826 | $10,130-52.4% | $6,795-29.0% | $11,246-57.1% |