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 4-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 | $205,564 | $167,307+22.9% | $143,757+43.0% | $134,475+52.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.32% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $7,085 | $5,619+26.1% | $4,951+43.1% | $4,740+49.5% |
| Participant deferral / active EE | $7,900 | $6,446+22.6% | $5,637+40.1% | $6,400+23.4% |
| Admin fee / account holder | $2,029 | $18,088-88.8% | $14,673-86.2% | $11,426-82.2% |