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 | $226,558 | $99,341+128.1% | $84,750+167.3% | $273,961-17.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -10.69% | 22.93%-33.6pp | 22.78%-33.5pp | 41.45%-52.1pp |
| Employer contribution / active EE | $7,935 | $4,214+88.3% | $3,574+122.0% | $4,869+63.0% |
| Participant deferral / active EE | $9,517 | $4,269+122.9% | $3,712+156.4% | $5,287+80.0% |
| Admin fee / account holder | $909 | $6,644-86.3% | $5,332-83.0% | $10,132-91.0% |