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 | $138,890 | $88,594+56.8% | $70,092+98.2% | $134,475+3.3% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -21.31% | 442.67%-464.0pp | 190.73%-212.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,796 | $3,233-13.5% | $2,559+9.3% | $4,740-41.0% |
| Participant deferral / active EE | $6,938 | $4,772+45.4% | $3,849+80.3% | $6,400+8.4% |
| Admin fee / account holder | $10,889 | $10,441+4.3% | $6,267+73.8% | $11,426-4.7% |