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 | $178,813 | $87,540+104.3% | $75,781+136.0% | $125,391+42.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.01% | 13.48%-18.5pp | 9.68%-14.7pp | 282.22%-287.2pp |
| Employer contribution / active EE | $8,092 | $3,930+105.9% | $3,323+143.5% | $4,866+66.3% |
| Participant deferral / active EE | $3,999 | $4,229-5.4% | $3,651+9.5% | $5,352-25.3% |
| Admin fee / account holder | $7,128 | $6,502+9.6% | $5,299+34.5% | $9,540-25.3% |