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 | $192,387 | $133,958+43.6% | $112,228+71.4% | $134,475+43.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -28.20% | 47.11%-75.3pp | 27.45%-55.6pp | 417.96%-446.2pp |
| Employer contribution / active EE | $24,489 | $4,038+506.5% | $3,635+573.8% | $4,740+416.7% |
| Participant deferral / active EE | $18,392 | $5,291+247.6% | $4,728+289.0% | $6,400+187.4% |
| Admin fee / account holder | $2,295 | $7,489-69.4% | $6,410-64.2% | $11,426-79.9% |