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 7-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 | $141,364 | $142,344-0.7% | $119,609+18.2% | $134,475+5.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.54% | -12.44%-12.1pp | -14.97%-9.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $7,708 | $5,222+47.6% | $4,232+82.1% | $4,740+62.6% |
| Participant deferral / active EE | $10,519 | $6,469+62.6% | $5,602+87.8% | $6,400+64.4% |
| Admin fee / account holder | $2,431 | $13,584-82.1% | $10,323-76.5% | $11,426-78.7% |