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 9-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 | $197,215 | $167,484+17.8% | $151,611+30.1% | $134,475+46.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.93% | 7.80%-39.7pp | 3.33%-35.3pp | 417.96%-449.9pp |
| Employer contribution / active EE | $19,931 | $6,829+191.9% | $6,166+223.2% | $4,740+320.5% |
| Participant deferral / active EE | $17,840 | $8,986+98.5% | $8,363+113.3% | $6,400+178.8% |
| Admin fee / account holder | $21,821 | $13,783+58.3% | $11,616+87.9% | $11,426+91.0% |