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 6-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 | $119,435 | $67,331+77.4% | $60,874+96.2% | $134,475-11.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.43% | 49.93%-71.4pp | 16.90%-38.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,473 | $3,096-20.1% | $2,701-8.4% | $4,740-47.8% |
| Participant deferral / active EE | $10,000 | $4,538+120.3% | $3,817+162.0% | $6,400+56.3% |
| Admin fee / account holder | $6,946 | $4,582+51.6% | $3,224+115.4% | $11,426-39.2% |