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 9-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 | $219,414 | $154,117+42.4% | $129,995+68.8% | $139,434+57.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -2.23% | 32.48%-34.7pp | -137.18%+134.9pp | 372.94%-375.2pp |
| Employer contribution / active EE | $4,947 | $5,289-6.5% | $4,320+14.5% | $4,751+4.1% |
| Participant deferral / active EE | $2,342 | $6,710-65.1% | $5,820-59.8% | $6,710-65.1% |
| Admin fee / account holder | $4,968 | $14,007-64.5% | $10,614-53.2% | $11,403-56.4% |