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 | $199,694 | $131,829+51.5% | $108,579+83.9% | $273,961-27.1% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | -3.30% | -91.57%+88.3pp | -51.70%+48.4pp | 41.45%-44.8pp |
| Employer contribution / active EE | $20,804 | $4,912+323.5% | $3,758+453.5% | $4,869+327.3% |
| Participant deferral / active EE | $4,827 | $5,127-5.9% | $4,311+12.0% | $5,287-8.7% |
| Admin fee / account holder | $2,515 | $10,252-75.5% | $7,645-67.1% | $10,132-75.2% |