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 | $195,904 | $210,648-7.0% | $177,989+10.1% | $145,922+34.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -3.49% | 385.86%-389.3pp | 294.48%-298.0pp | 561.29%-564.8pp |
| Employer contribution / active EE | $3,410 | $4,565-25.3% | $3,949-13.6% | $4,660-26.8% |
| Participant deferral / active EE | $19,100 | $6,958+174.5% | $6,276+204.3% | $6,688+185.6% |
| Admin fee / account holder | $143,660 | $12,013+1095.9% | $10,363+1286.2% | $13,397+972.3% |