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 5-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 | $162,015 | $138,065+17.3% | $123,544+31.1% | $135,375+19.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -50.76% | 153.68%-204.4pp | 119.20%-170.0pp | 519.73%-570.5pp |
| Employer contribution / active EE | $28,591 | $5,151+455.0% | $4,628+517.8% | $4,779+498.3% |
| Participant deferral / active EE | $35,196 | $6,799+417.7% | $6,426+447.8% | $5,609+527.5% |
| Admin fee / account holder | $415,590 | $10,916+3707.2% | $9,284+4376.5% | $10,827+3738.4% |