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 | $188,707 | $133,958+40.9% | $112,228+68.1% | $134,475+40.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.01% | 47.11%-74.1pp | 27.45%-54.5pp | 417.96%-445.0pp |
| Employer contribution / active EE | $8,596 | $4,038+112.9% | $3,635+136.5% | $4,740+81.4% |
| Participant deferral / active EE | $6,707 | $5,291+26.8% | $4,728+41.9% | $6,400+4.8% |
| Admin fee / account holder | $2,897 | $7,489-61.3% | $6,410-54.8% | $11,426-74.6% |