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 | $200,733 | $71,883+179.3% | $86,677+131.6% | $68,494+193.1% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -19.73% | 3.52%-23.3pp | 35.91%-55.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,695 | $2,173+70.1% | $2,836+30.3% | $2,596+42.3% |
| Participant deferral / active EE | $8,389 | $3,779+122.0% | $4,656+80.2% | $4,027+108.3% |
| Admin fee / account holder | $2,790 | $6,112-54.3% | $7,493-62.8% | $5,403-48.4% |