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 | $226,877 | $209,832+8.1% | $189,513+19.7% | $167,490+35.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -15.92% | 748.27%-764.2pp | 555.15%-571.1pp | 478.56%-494.5pp |
| Employer contribution / active EE | $1,766 | $6,914-74.5% | $6,162-71.3% | $4,837-63.5% |
| Participant deferral / active EE | $9,682 | $8,935+8.4% | $8,221+17.8% | $6,341+52.7% |
| Admin fee / account holder | $6,546 | $14,293-54.2% | $12,045-45.7% | $12,309-46.8% |