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 | $195,321 | $190,805+2.4% | $159,960+22.1% | $134,475+45.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.41% | 552.23%-576.6pp | 408.60%-433.0pp | 417.96%-442.4pp |
| Employer contribution / active EE | $3,433 | $4,995-31.3% | $4,226-18.8% | $4,740-27.6% |
| Participant deferral / active EE | $14,984 | $6,923+116.4% | $6,182+142.4% | $6,400+134.1% |
| Admin fee / account holder | $525 | $10,471-95.0% | $8,698-94.0% | $11,426-95.4% |