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 | $212,595 | $81,632+160.4% | $70,449+201.8% | $158,922+33.8% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 1.88% | 208.40%-206.5pp | 109.03%-107.2pp | 302.83%-300.9pp |
| Employer contribution / active EE | $3,424 | $3,217+6.4% | $2,737+25.1% | $4,761-28.1% |
| Participant deferral / active EE | $6,489 | $4,554+42.5% | $3,709+75.0% | $5,982+8.5% |
| Admin fee / account holder | $1,174 | $6,193-81.0% | $3,845-69.5% | $11,246-89.6% |