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 | $235,916 | $91,538+157.7% | $129,995+81.5% | $75,163+213.9% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 4.98% | -631.11%+636.1pp | -137.18%+142.2pp | 160.62%-155.6pp |
| Employer contribution / active EE | $3,019 | $2,845+6.1% | $4,320-30.1% | $2,670+13.1% |
| Participant deferral / active EE | $5,132 | $4,341+18.2% | $5,820-11.8% | $4,125+24.4% |
| Admin fee / account holder | $6,782 | $6,790-0.1% | $10,614-36.1% | $5,651+20.0% |