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 | $238,451 | $167,484+42.4% | $151,611+57.3% | $134,475+77.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -21.75% | 7.80%-29.6pp | 3.33%-25.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $16,500 | $6,829+141.6% | $6,166+167.6% | $4,740+248.1% |
| Participant deferral / active EE | $21,286 | $8,986+136.9% | $8,363+154.5% | $6,400+232.6% |
| Admin fee / account holder | $52,688 | $13,783+282.3% | $11,616+353.6% | $11,426+361.1% |