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 | $196,524 | $167,307+17.5% | $143,757+36.7% | $134,475+46.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.45% | 0.46%-23.9pp | -0.04%-23.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $8,781 | $5,619+56.3% | $4,951+77.4% | $4,740+85.3% |
| Participant deferral / active EE | $8,857 | $6,446+37.4% | $5,637+57.1% | $6,400+38.4% |
| Admin fee / account holder | $3,437 | $18,088-81.0% | $14,673-76.6% | $11,426-69.9% |