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 | $207,099 | $100,754+105.5% | $86,677+138.9% | $134,475+54.0% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -44.75% | 29.04%-73.8pp | 35.91%-80.7pp | 417.96%-462.7pp |
| Employer contribution / active EE | $3,617 | $3,489+3.7% | $2,836+27.5% | $4,740-23.7% |
| Participant deferral / active EE | $7,505 | $5,338+40.6% | $4,656+61.2% | $6,400+17.3% |
| Admin fee / account holder | $2,811 | $10,926-74.3% | $7,493-62.5% | $11,426-75.4% |