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 | $147,031 | $82,286+78.7% | $68,791+113.7% | $134,475+9.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.88% | -2.19%-22.7pp | -6.38%-18.5pp | 417.96%-442.8pp |
| Employer contribution / active EE | $9,218 | $3,301+179.3% | $2,655+247.2% | $4,740+94.5% |
| Participant deferral / active EE | $2,600 | $4,739-45.1% | $3,941-34.0% | $6,400-59.4% |
| Admin fee / account holder | $6,378 | $6,481-1.6% | $4,932+29.3% | $11,426-44.2% |