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 | $238,008 | $93,346+155.0% | $71,796+231.5% | $273,961-13.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -1.45% | 130.39%-131.8pp | 78.04%-79.5pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,342 | $2,733-50.9% | $1,924-30.3% | $4,869-72.4% |
| Participant deferral / active EE | $6,857 | $3,475+97.3% | $2,794+145.4% | $5,287+29.7% |
| Admin fee / account holder | $3,062 | $6,571-53.4% | $4,815-36.4% | $10,132-69.8% |