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 | $204,642 | $114,381+78.9% | $107,525+90.3% | $142,382+43.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -5.74% | 242.71%-248.5pp | 181.32%-187.1pp | 217.08%-222.8pp |
| Employer contribution / active EE | $3,279 | $4,015-18.3% | $3,754-12.7% | $4,299-23.7% |
| Participant deferral / active EE | $10,636 | $5,564+91.1% | $5,116+107.9% | $6,507+63.4% |
| Admin fee / account holder | $6,859 | $9,860-30.4% | $8,919-23.1% | $12,624-45.7% |