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 | $224,684 | $99,341+126.2% | $84,750+165.1% | $273,961-18.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.91% | 22.93%-23.8pp | 22.78%-23.7pp | 41.45%-42.4pp |
| Employer contribution / active EE | $3,308 | $4,214-21.5% | $3,574-7.4% | $4,869-32.1% |
| Participant deferral / active EE | $6,143 | $4,269+43.9% | $3,712+65.5% | $5,287+16.2% |
| Admin fee / account holder | $106,785 | $6,644+1507.2% | $5,332+1902.7% | $10,132+953.9% |