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 | $194,556 | $73,933+163.2% | $96,683+101.2% | $75,163+158.8% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | -8.10% | 26.70%-34.8pp | 35.69%-43.8pp | 160.62%-168.7pp |
| Employer contribution / active EE | $4,541 | $2,928+55.1% | $3,737+21.5% | $2,670+70.1% |
| Participant deferral / active EE | $8,732 | $3,659+138.7% | $4,878+79.0% | $4,125+111.7% |
| Admin fee / account holder | $36,596 | $5,216+601.6% | $6,730+443.8% | $5,651+547.6% |