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 | $219,360 | $175,600+24.9% | $129,110+69.9% | $134,475+63.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -20.60% | -11.39%-9.2pp | -10.94%-9.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $5,175 | $6,355-18.6% | $5,052+2.4% | $4,740+9.2% |
| Participant deferral / active EE | $26,417 | $7,975+231.2% | $6,542+303.8% | $6,400+312.8% |
| Admin fee / account holder | $581 | $23,567-97.5% | $14,302-95.9% | $11,426-94.9% |