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 | $227,245 | $99,341+128.8% | $84,750+168.1% | $273,961-17.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.39% | 22.93%-27.3pp | 22.78%-27.2pp | 41.45%-45.8pp |
| Employer contribution / active EE | $2,003 | $4,214-52.5% | $3,574-44.0% | $4,869-58.9% |
| Participant deferral / active EE | $8,448 | $4,269+97.9% | $3,712+127.6% | $5,287+59.8% |
| Admin fee / account holder | $12,211 | $6,644+83.8% | $5,332+129.0% | $10,132+20.5% |