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 | $191,160 | $180,449+5.9% | $154,107+24.0% | $135,375+41.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.66% | 888.09%-898.8pp | 735.12%-745.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,386 | $6,035-43.9% | $5,298-36.1% | $4,779-29.1% |
| Participant deferral / active EE | $14,418 | $5,806+148.3% | $5,081+183.8% | $5,609+157.1% |
| Admin fee / account holder | $1,785 | $16,143-88.9% | $13,411-86.7% | $10,827-83.5% |