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 9-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 | $218,040 | $183,592+18.8% | $155,567+40.2% | $145,959+49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -9.01% | 61.24%-70.2pp | 64.74%-73.7pp | 561.95%-571.0pp |
| Employer contribution / active EE | $2,468 | $5,315-53.6% | $4,674-47.2% | $4,661-47.0% |
| Participant deferral / active EE | $7,215 | $6,464+11.6% | $5,628+28.2% | $6,689+7.9% |
| Admin fee / account holder | $5,651 | $19,318-70.7% | $15,916-64.5% | $13,398-57.8% |