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 | $212,020 | $112,300+88.8% | $90,223+135.0% | $125,391+69.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -5.81% | -0.57%-5.2pp | 1.31%-7.1pp | 282.22%-288.0pp |
| Employer contribution / active EE | $3,795 | $5,181-26.7% | $4,378-13.3% | $4,866-22.0% |
| Participant deferral / active EE | $8,935 | $6,733+32.7% | $5,792+54.3% | $5,352+67.0% |
| Admin fee / account holder | $7,300 | $10,990-33.6% | $7,406-1.4% | $9,540-23.5% |