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 | $219,267 | $154,117+42.3% | $129,995+68.7% | $139,434+57.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -10.38% | 32.48%-42.9pp | -137.18%+126.8pp | 372.94%-383.3pp |
| Employer contribution / active EE | $2,736 | $5,289-48.3% | $4,320-36.7% | $4,751-42.4% |
| Participant deferral / active EE | $8,364 | $6,710+24.6% | $5,820+43.7% | $6,710+24.6% |
| Admin fee / account holder | $336,508 | $14,007+2302.5% | $10,614+3070.3% | $11,403+2851.2% |