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 | $168,454 | $99,640+69.1% | $86,436+94.9% | $134,475+25.3% |
| Participation rate | 84.2% | 82.0%+2.2pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -22.92% | 6782.58%-6805.5pp | 4394.89%-4417.8pp | 417.96%-440.9pp |
| Employer contribution / active EE | $7,313 | $4,400+66.2% | $3,769+94.0% | $4,740+54.3% |
| Participant deferral / active EE | $9,971 | $7,246+37.6% | $6,952+43.4% | $6,400+55.8% |
| Admin fee / account holder | $5,709 | $8,371-31.8% | $6,731-15.2% | $11,426-50.0% |