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 | $226,560 | $78,672+188.0% | $109,143+107.6% | $85,850+163.9% |
| Participation rate | 83.9% | 68.3%+15.6pp | 75.9%+8.0pp | 69.3%+14.6pp |
| Annual return | -6.15% | 25.09%-31.2pp | 25.75%-31.9pp | 318.53%-324.7pp |
| Employer contribution / active EE | $3,478 | $2,735+27.2% | $3,722-6.6% | $2,565+35.6% |
| Participant deferral / active EE | $7,135 | $3,467+105.8% | $4,653+53.3% | $3,952+80.6% |
| Admin fee / account holder | $2,523 | $5,469-53.9% | $6,752-62.6% | $6,260-59.7% |