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 | $218,244 | $142,405+53.3% | $115,157+89.5% | $152,861+42.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -2.10% | 41.48%-43.6pp | 35.60%-37.7pp | 345.32%-347.4pp |
| Employer contribution / active EE | $1,178 | $4,010-70.6% | $3,179-62.9% | $4,762-75.3% |
| Participant deferral / active EE | $6,220 | $5,164+20.4% | $4,168+49.2% | $5,850+6.3% |
| Admin fee / account holder | $325 | $8,462-96.2% | $7,088-95.4% | $11,596-97.2% |