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 | $208,759 | $111,724+86.9% | $93,606+123.0% | $145,922+43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -0.97% | 202.98%-204.0pp | 133.20%-134.2pp | 561.29%-562.3pp |
| Employer contribution / active EE | $2,818 | $3,090-8.8% | $2,420+16.5% | $4,660-39.5% |
| Participant deferral / active EE | $4,460 | $4,912-9.2% | $4,411+1.1% | $6,688-33.3% |
| Admin fee / account holder | $9,704 | $10,250-5.3% | $8,285+17.1% | $13,397-27.6% |