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 | $223,482 | $167,484+33.4% | $151,611+47.4% | $134,475+66.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.14% | 7.80%-28.9pp | 3.33%-24.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $14,767 | $6,829+116.2% | $6,166+139.5% | $4,740+211.6% |
| Participant deferral / active EE | $4,490 | $8,986-50.0% | $8,363-46.3% | $6,400-29.8% |
| Admin fee / account holder | $5,082 | $13,783-63.1% | $11,616-56.2% | $11,426-55.5% |