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 | $209,788 | $157,256+33.4% | $141,162+48.6% | $152,861+37.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -3.61% | 64.32%-67.9pp | 71.39%-75.0pp | 345.32%-348.9pp |
| Employer contribution / active EE | $10,907 | $5,261+107.3% | $4,735+130.3% | $4,762+129.0% |
| Participant deferral / active EE | $3,896 | $7,109-45.2% | $6,709-41.9% | $5,850-33.4% |
| Admin fee / account holder | $21,335 | $12,120+76.0% | $10,261+107.9% | $11,596+84.0% |