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 | $205,775 | $135,952+51.4% | $123,892+66.1% | $273,961-24.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -5.30% | 56.63%-61.9pp | 47.52%-52.8pp | 41.45%-46.8pp |
| Employer contribution / active EE | $13,941 | $5,170+169.7% | $4,617+202.0% | $4,869+186.3% |
| Participant deferral / active EE | $8,025 | $6,343+26.5% | $5,984+34.1% | $5,287+51.8% |
| Admin fee / account holder | $3,774 | $9,817-61.6% | $8,357-54.8% | $10,132-62.8% |