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 | $201,519 | $91,538+120.1% | $129,995+55.0% | $75,163+168.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -2.90% | -631.11%+628.2pp | -137.18%+134.3pp | 160.62%-163.5pp |
| Employer contribution / active EE | $3,664 | $2,845+28.8% | $4,320-15.2% | $2,670+37.2% |
| Participant deferral / active EE | $7,046 | $4,341+62.3% | $5,820+21.1% | $4,125+70.8% |
| Admin fee / account holder | $2,631 | $6,790-61.3% | $10,614-75.2% | $5,651-53.4% |