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 | $219,930 | $99,341+121.4% | $84,750+159.5% | $273,961-19.7% |
| Participation rate | 89.5% | 80.7%+8.8pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | -0.73% | 22.93%-23.7pp | 22.78%-23.5pp | 41.45%-42.2pp |
| Employer contribution / active EE | $7,895 | $4,214+87.4% | $3,574+120.9% | $4,869+62.2% |
| Participant deferral / active EE | $3,910 | $4,269-8.4% | $3,712+5.4% | $5,287-26.0% |
| Admin fee / account holder | $6,633 | $6,644-0.2% | $5,332+24.4% | $10,132-34.5% |