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 10-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 | $122,557 | $77,813+57.5% | $123,544-0.8% | $64,186+90.9% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -13.28% | 12.48%-25.8pp | 119.20%-132.5pp | 7.63%-20.9pp |
| Employer contribution / active EE | $6,255 | $3,014+107.5% | $4,628+35.2% | $2,381+162.7% |
| Participant deferral / active EE | $13,061 | $5,240+149.3% | $6,426+103.3% | $3,470+276.5% |
| Admin fee / account holder | $19,504 | $5,519+253.4% | $9,284+110.1% | $4,888+299.0% |