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 | $223,191 | $110,257+102.4% | $96,544+131.2% | $139,434+60.1% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | -5.66% | 26.32%-32.0pp | 25.84%-31.5pp | 372.94%-378.6pp |
| Employer contribution / active EE | $7,820 | $3,620+116.0% | $2,965+163.7% | $4,751+64.6% |
| Participant deferral / active EE | $5,617 | $5,548+1.2% | $4,851+15.8% | $6,710-16.3% |
| Admin fee / account holder | $4,200 | $11,591-63.8% | $8,252-49.1% | $11,403-63.2% |