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 | $127,557 | $99,020+28.8% | $86,590+47.3% | $147,584-13.6% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | -4.22% | 1312.34%-1316.6pp | 964.84%-969.1pp | 578.55%-582.8pp |
| Employer contribution / active EE | $8,098 | $3,132+158.6% | $2,839+185.2% | $4,876+66.1% |
| Participant deferral / active EE | $5,666 | $3,972+42.6% | $3,609+57.0% | $5,439+4.2% |
| Admin fee / account holder | $8,449 | $5,710+48.0% | $4,906+72.2% | $10,885-22.4% |