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 | $196,904 | $209,411-6.0% | $178,490+10.3% | $158,922+23.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.24% | 188.75%-190.0pp | 151.07%-152.3pp | 302.83%-304.1pp |
| Employer contribution / active EE | $9,188 | $5,706+61.0% | $5,011+83.4% | $4,761+93.0% |
| Participant deferral / active EE | $7,063 | $5,954+18.6% | $5,202+35.8% | $5,982+18.1% |
| Admin fee / account holder | $21,024 | $17,074+23.1% | $13,984+50.3% | $11,246+87.0% |