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 | $208,704 | $154,117+35.4% | $129,995+60.5% | $139,434+49.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.21% | 32.48%-27.3pp | -137.18%+142.4pp | 372.94%-367.7pp |
| Employer contribution / active EE | $6,708 | $5,289+26.8% | $4,320+55.3% | $4,751+41.2% |
| Participant deferral / active EE | $4,369 | $6,710-34.9% | $5,820-24.9% | $6,710-34.9% |
| Admin fee / account holder | $1,418 | $14,007-89.9% | $10,614-86.6% | $11,403-87.6% |