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 | $209,195 | $211,958-1.3% | $169,463+23.4% | $135,375+54.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.68% | 3.26%-13.9pp | 1.83%-12.5pp | 519.73%-530.4pp |
| Employer contribution / active EE | $19,113 | $5,120+273.3% | $4,159+359.6% | $4,779+300.0% |
| Participant deferral / active EE | $15,830 | $6,075+160.6% | $5,277+200.0% | $5,609+182.2% |
| Admin fee / account holder | $2,723 | $11,471-76.3% | $9,109-70.1% | $10,827-74.9% |