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 | $242,187 | $167,484+44.6% | $151,611+59.7% | $134,475+80.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.26% | 7.80%-31.1pp | 3.33%-26.6pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,420 | $6,829-49.9% | $6,166-44.5% | $4,740-27.9% |
| Participant deferral / active EE | $8,718 | $8,986-3.0% | $8,363+4.2% | $6,400+36.2% |
| Admin fee / account holder | $13,601 | $13,783-1.3% | $11,616+17.1% | $11,426+19.0% |