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 | $206,363 | $138,044+49.5% | $125,339+64.6% | $134,475+53.5% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -20.95% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,995 | $5,243-42.9% | $4,814-37.8% | $4,740-36.8% |
| Participant deferral / active EE | $6,748 | $7,799-13.5% | $7,446-9.4% | $6,400+5.4% |
| Admin fee / account holder | $2,295 | $11,571-80.2% | $10,010-77.1% | $11,426-79.9% |