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 | $190,000 | $111,754+70.0% | $103,333+83.9% | $145,922+30.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.93% | 24.77%-15.8pp | 24.88%-15.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,546 | $4,212-63.3% | $3,868-60.0% | $4,660-66.8% |
| Participant deferral / active EE | $15,250 | $5,619+171.4% | $5,057+201.5% | $6,688+128.0% |
| Admin fee / account holder | $2,109 | $9,750-78.4% | $8,355-74.8% | $13,397-84.3% |