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 | $177,187 | $115,882+52.9% | $100,516+76.3% | $158,922+11.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -42.11% | 34.79%-76.9pp | 30.89%-73.0pp | 302.83%-344.9pp |
| Employer contribution / active EE | $1,927 | $4,103-53.0% | $3,418-43.6% | $4,761-59.5% |
| Participant deferral / active EE | $18,921 | $6,674+183.5% | $6,270+201.8% | $5,982+216.3% |
| Admin fee / account holder | $23,579 | $10,995+114.4% | $8,081+191.8% | $11,246+109.7% |