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 | $229,571 | $93,346+145.9% | $71,796+219.8% | $273,961-16.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -6.45% | 130.39%-136.8pp | 78.04%-84.5pp | 41.45%-47.9pp |
| Employer contribution / active EE | $24,990 | $2,733+814.3% | $1,924+1198.6% | $4,869+413.3% |
| Participant deferral / active EE | $5,624 | $3,475+61.8% | $2,794+101.2% | $5,287+6.4% |
| Admin fee / account holder | $2,151 | $6,571-67.3% | $4,815-55.3% | $10,132-78.8% |