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 | $219,188 | $167,307+31.0% | $143,757+52.5% | $134,475+63.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -20.81% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $6,668 | $5,619+18.7% | $4,951+34.7% | $4,740+40.7% |
| Participant deferral / active EE | $7,389 | $6,446+14.6% | $5,637+31.1% | $6,400+15.5% |
| Admin fee / account holder | $10,587 | $18,088-41.5% | $14,673-27.8% | $11,426-7.3% |