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 | $157,423 | $115,770+36.0% | $101,248+55.5% | $158,922-0.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.99% | 56.14%-57.1pp | 46.47%-47.5pp | 302.83%-303.8pp |
| Employer contribution / active EE | $5,058 | $4,175+21.2% | $3,660+38.2% | $4,761+6.2% |
| Participant deferral / active EE | $12,938 | $4,957+161.0% | $4,370+196.1% | $5,982+116.3% |
| Admin fee / account holder | $68,565 | $7,245+846.4% | $5,945+1053.2% | $11,246+509.7% |