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 | $135,578 | $64,707+109.5% | $112,228+20.8% | $68,494+97.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -23.13% | -11.40%-11.7pp | 27.45%-50.6pp | -7.84%-15.3pp |
| Employer contribution / active EE | $26,983 | $2,746+882.7% | $3,635+642.4% | $2,596+939.3% |
| Participant deferral / active EE | $2,865 | $3,565-19.6% | $4,728-39.4% | $4,027-28.9% |
| Admin fee / account holder | $27,493 | $5,232+425.5% | $6,410+328.9% | $5,403+408.9% |