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 | $174,637 | $82,286+112.2% | $68,791+153.9% | $134,475+29.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -29.56% | -2.19%-27.4pp | -6.38%-23.2pp | 417.96%-447.5pp |
| Employer contribution / active EE | $3,097 | $3,301-6.2% | $2,655+16.7% | $4,740-34.7% |
| Participant deferral / active EE | $19,248 | $4,739+306.2% | $3,941+388.4% | $6,400+200.8% |
| Admin fee / account holder | $1,424 | $6,481-78.0% | $4,932-71.1% | $11,426-87.5% |