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 | $198,139 | $211,958-6.5% | $169,463+16.9% | $135,375+46.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.98% | 3.26%-14.2pp | 1.83%-12.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $61,800 | $5,120+1107.1% | $4,159+1385.9% | $4,779+1193.2% |
| Participant deferral / active EE | $24,000 | $6,075+295.1% | $5,277+354.8% | $5,609+327.9% |
| Admin fee / account holder | $4,973 | $11,471-56.6% | $9,109-45.4% | $10,827-54.1% |