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 | $214,841 | $138,065+55.6% | $123,544+73.9% | $135,375+58.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.13% | 153.68%-172.8pp | 119.20%-138.3pp | 519.73%-538.9pp |
| Employer contribution / active EE | $5,673 | $5,151+10.1% | $4,628+22.6% | $4,779+18.7% |
| Participant deferral / active EE | $15,286 | $6,799+124.8% | $6,426+137.9% | $5,609+172.5% |
| Admin fee / account holder | $1,195 | $10,916-89.1% | $9,284-87.1% | $10,827-89.0% |