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 | $155,802 | $85,022+83.2% | $70,515+120.9% | $139,434+11.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | -3.46% | 30.38%-33.8pp | 32.77%-36.2pp | 372.94%-376.4pp |
| Employer contribution / active EE | $10,041 | $3,909+156.9% | $2,973+237.7% | $4,751+111.3% |
| Participant deferral / active EE | $7,973 | $5,890+35.4% | $4,567+74.6% | $6,710+18.8% |
| Admin fee / account holder | $2,958 | $8,906-66.8% | $6,412-53.9% | $11,403-74.1% |