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 | $244,674 | $167,484+46.1% | $151,611+61.4% | $134,475+81.9% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -21.40% | 7.80%-29.2pp | 3.33%-24.7pp | 417.96%-439.4pp |
| Employer contribution / active EE | $5,037 | $6,829-26.2% | $6,166-18.3% | $4,740+6.3% |
| Participant deferral / active EE | $13,860 | $8,986+54.2% | $8,363+65.7% | $6,400+116.6% |
| Admin fee / account holder | $1,994 | $13,783-85.5% | $11,616-82.8% | $11,426-82.5% |