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 6-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 | $227,157 | $115,770+96.2% | $101,248+124.4% | $158,922+42.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.08% | 56.14%-63.2pp | 46.47%-53.5pp | 302.83%-309.9pp |
| Employer contribution / active EE | $4,495 | $4,175+7.7% | $3,660+22.8% | $4,761-5.6% |
| Participant deferral / active EE | $12,284 | $4,957+147.8% | $4,370+181.1% | $5,982+105.3% |
| Admin fee / account holder | $2,130 | $7,245-70.6% | $5,945-64.2% | $11,246-81.1% |