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 | $214,247 | $159,602+34.2% | $150,045+42.8% | $142,382+50.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -21.54% | 70.24%-91.8pp | 62.55%-84.1pp | 217.08%-238.6pp |
| Employer contribution / active EE | $4,881 | $4,961-1.6% | $4,693+4.0% | $4,299+13.5% |
| Participant deferral / active EE | $3,018 | $8,310-63.7% | $7,997-62.3% | $6,507-53.6% |
| Admin fee / account holder | $3,189 | $14,846-78.5% | $13,435-76.3% | $12,624-74.7% |