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 | $222,705 | $226,064-1.5% | $182,532+22.0% | $152,861+45.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | -42.71% | 192.51%-235.2pp | 148.54%-191.3pp | 345.32%-388.0pp |
| Employer contribution / active EE | $683 | $4,978-86.3% | $4,076-83.2% | $4,762-85.7% |
| Participant deferral / active EE | $2,500 | $6,368-60.7% | $5,524-54.7% | $5,850-57.3% |
| Admin fee / account holder | $3,225 | $10,703-69.9% | $8,592-62.5% | $11,596-72.2% |