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 | $208,839 | $148,534+40.6% | $135,903+53.7% | $139,434+49.8% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | -7.48% | 79.19%-86.7pp | 68.23%-75.7pp | 372.94%-380.4pp |
| Employer contribution / active EE | $4,824 | $5,243-8.0% | $4,856-0.7% | $4,751+1.5% |
| Participant deferral / active EE | $15,033 | $8,100+85.6% | $7,758+93.8% | $6,710+124.0% |
| Admin fee / account holder | $10,036 | $12,400-19.1% | $10,762-6.7% | $11,403-12.0% |