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 | $215,175 | $190,805+12.8% | $159,960+34.5% | $134,475+60.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.90% | 552.23%-574.1pp | 408.60%-430.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $4,403 | $4,995-11.9% | $4,226+4.2% | $4,740-7.1% |
| Participant deferral / active EE | $11,019 | $6,923+59.2% | $6,182+78.2% | $6,400+72.2% |
| Admin fee / account holder | $17,690 | $10,471+68.9% | $8,698+103.4% | $11,426+54.8% |