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 | $214,053 | $160,055+33.7% | $140,016+52.9% | $135,375+58.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.59% | 911.38%-921.0pp | 651.12%-660.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,175 | $6,420-66.1% | $5,606-61.2% | $4,779-54.5% |
| Participant deferral / active EE | $6,700 | $7,642-12.3% | $6,927-3.3% | $5,609+19.5% |
| Admin fee / account holder | $3,834 | $13,328-71.2% | $10,705-64.2% | $10,827-64.6% |