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 | $238,056 | $167,307+42.3% | $143,757+65.6% | $134,475+77.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.55% | 0.46%-22.0pp | -0.04%-21.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,034 | $5,619-63.8% | $4,951-58.9% | $4,740-57.1% |
| Participant deferral / active EE | $2,599 | $6,446-59.7% | $5,637-53.9% | $6,400-59.4% |
| Admin fee / account holder | $41,251 | $18,088+128.1% | $14,673+181.1% | $11,426+261.0% |