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 | $190,517 | $209,411-9.0% | $178,490+6.7% | $158,922+19.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.71% | 188.75%-194.5pp | 151.07%-156.8pp | 302.83%-308.5pp |
| Employer contribution / active EE | $10,596 | $5,706+85.7% | $5,011+111.5% | $4,761+122.5% |
| Participant deferral / active EE | $7,412 | $5,954+24.5% | $5,202+42.5% | $5,982+23.9% |
| Admin fee / account holder | $5,584 | $17,074-67.3% | $13,984-60.1% | $11,246-50.3% |