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 | $246,348 | $133,958+83.9% | $112,228+119.5% | $134,475+83.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.78% | 47.11%-69.9pp | 27.45%-50.2pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,859 | $4,038-4.4% | $3,635+6.2% | $4,740-18.6% |
| Participant deferral / active EE | $16,200 | $5,291+206.2% | $4,728+242.6% | $6,400+153.1% |
| Admin fee / account holder | $2,164 | $7,489-71.1% | $6,410-66.2% | $11,426-81.1% |