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 8-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 | $188,350 | $167,307+12.6% | $143,757+31.0% | $134,475+40.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.48% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $8,202 | $5,619+46.0% | $4,951+65.7% | $4,740+73.0% |
| Participant deferral / active EE | $15,602 | $6,446+142.0% | $5,637+176.8% | $6,400+143.8% |
| Admin fee / account holder | $1,806 | $18,088-90.0% | $14,673-87.7% | $11,426-84.2% |