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 | $183,609 | $197,591-7.1% | $177,821+3.3% | $158,922+15.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | -3.49% | 58.76%-62.2pp | 48.32%-51.8pp | 302.83%-306.3pp |
| Employer contribution / active EE | $4,924 | $6,697-26.5% | $5,918-16.8% | $4,761+3.4% |
| Participant deferral / active EE | $12,530 | $8,405+49.1% | $7,714+62.4% | $5,982+109.5% |
| Admin fee / account holder | $1,717 | $15,399-88.9% | $12,427-86.2% | $11,246-84.7% |