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 7-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 | $226,250 | $197,591+14.5% | $177,821+27.2% | $158,922+42.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -2.80% | 58.76%-61.6pp | 48.32%-51.1pp | 302.83%-305.6pp |
| Employer contribution / active EE | $5,213 | $6,697-22.2% | $5,918-11.9% | $4,761+9.5% |
| Participant deferral / active EE | $23,167 | $8,405+175.6% | $7,714+200.3% | $5,982+287.3% |
| Admin fee / account holder | $1,651 | $15,399-89.3% | $12,427-86.7% | $11,246-85.3% |