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 | $165,620 | $107,791+53.6% | $90,645+82.7% | $135,375+22.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.60% | -0.90%-11.7pp | 1.88%-14.5pp | 519.73%-532.3pp |
| Employer contribution / active EE | $8,709 | $3,018+188.6% | $2,532+244.0% | $4,779+82.2% |
| Participant deferral / active EE | $5,293 | $3,872+36.7% | $3,425+54.5% | $5,609-5.6% |
| Admin fee / account holder | $3,502 | $5,930-40.9% | $4,994-29.9% | $10,827-67.7% |