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 | $226,619 | $167,484+35.3% | $151,611+49.5% | $134,475+68.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.76% | 7.80%-46.6pp | 3.33%-42.1pp | 417.96%-456.7pp |
| Employer contribution / active EE | $5,290 | $6,829-22.5% | $6,166-14.2% | $4,740+11.6% |
| Participant deferral / active EE | $16,864 | $8,986+87.7% | $8,363+101.6% | $6,400+163.5% |
| Admin fee / account holder | $8,770 | $13,783-36.4% | $11,616-24.5% | $11,426-23.2% |