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 | $172,525 | $67,331+156.2% | $60,874+183.4% | $134,475+28.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -33.42% | 49.93%-83.3pp | 16.90%-50.3pp | 417.96%-451.4pp |
| Employer contribution / active EE | $11,542 | $3,096+272.7% | $2,701+327.2% | $4,740+143.5% |
| Participant deferral / active EE | $8,393 | $4,538+84.9% | $3,817+119.9% | $6,400+31.1% |
| Admin fee / account holder | $9,038 | $4,582+97.3% | $3,224+180.3% | $11,426-20.9% |