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 | $179,990 | $142,344+26.4% | $119,609+50.5% | $134,475+33.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.99% | -12.44%-8.6pp | -14.97%-6.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $9,083 | $5,222+73.9% | $4,232+114.6% | $4,740+91.6% |
| Participant deferral / active EE | $9,083 | $6,469+40.4% | $5,602+62.1% | $6,400+41.9% |
| Admin fee / account holder | $6,506 | $13,584-52.1% | $10,323-37.0% | $11,426-43.1% |