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 | $130,862 | $100,754+29.9% | $86,677+51.0% | $134,475-2.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.67% | 29.04%-50.7pp | 35.91%-57.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,762 | $3,489-20.8% | $2,836-2.6% | $4,740-41.7% |
| Participant deferral / active EE | $5,216 | $5,338-2.3% | $4,656+12.0% | $6,400-18.5% |
| Admin fee / account holder | $7,853 | $10,926-28.1% | $7,493+4.8% | $11,426-31.3% |