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 | $166,293 | $135,635+22.6% | $110,238+50.8% | $135,375+22.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.42% | 513.19%-523.6pp | 314.74%-325.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $3,655 | $4,906-25.5% | $3,826-4.5% | $4,779-23.5% |
| Participant deferral / active EE | $5,976 | $5,506+8.5% | $4,672+27.9% | $5,609+6.5% |
| Admin fee / account holder | $4,653 | $11,457-59.4% | $8,547-45.6% | $10,827-57.0% |