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 | $115,654 | $64,307+79.8% | $57,343+101.7% | $125,391-7.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.48% | 25.12%-28.6pp | 24.39%-27.9pp | 282.22%-285.7pp |
| Employer contribution / active EE | $6,043 | $3,193+89.3% | $2,689+124.7% | $4,866+24.2% |
| Participant deferral / active EE | $5,325 | $3,848+38.4% | $3,162+68.4% | $5,352-0.5% |
| Admin fee / account holder | $4,827 | $5,242-7.9% | $3,356+43.9% | $9,540-49.4% |