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 | $204,016 | $211,958-3.7% | $169,463+20.4% | $135,375+50.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.54% | 3.26%-15.8pp | 1.83%-14.4pp | 519.73%-532.3pp |
| Employer contribution / active EE | $5,617 | $5,120+9.7% | $4,159+35.0% | $4,779+17.5% |
| Participant deferral / active EE | $8,785 | $6,075+44.6% | $5,277+66.5% | $5,609+56.6% |
| Admin fee / account holder | $2,208 | $11,471-80.8% | $9,109-75.8% | $10,827-79.6% |