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 5-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 | $150,127 | $82,286+82.4% | $68,791+118.2% | $134,475+11.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.71% | -2.19%-19.5pp | -6.38%-15.3pp | 417.96%-439.7pp |
| Employer contribution / active EE | $12,648 | $3,301+283.2% | $2,655+376.4% | $4,740+166.9% |
| Participant deferral / active EE | $19,371 | $4,739+308.8% | $3,941+391.5% | $6,400+202.7% |
| Admin fee / account holder | $4,284 | $6,481-33.9% | $4,932-13.1% | $11,426-62.5% |