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 | $200,630 | $167,307+19.9% | $143,757+39.6% | $134,475+49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.33% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $5,360 | $5,619-4.6% | $4,951+8.3% | $4,740+13.1% |
| Participant deferral / active EE | $6,000 | $6,446-6.9% | $5,637+6.4% | $6,400-6.2% |
| Admin fee / account holder | $1,662 | $18,088-90.8% | $14,673-88.7% | $11,426-85.5% |