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 | $207,847 | $198,466+4.7% | $170,442+21.9% | $147,584+40.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | -1.07% | 257.29%-258.4pp | 205.93%-207.0pp | 578.55%-579.6pp |
| Employer contribution / active EE | $15,214 | $6,184+146.0% | $5,433+180.1% | $4,876+212.0% |
| Participant deferral / active EE | $9,939 | $5,629+76.6% | $4,939+101.2% | $5,439+82.7% |
| Admin fee / account holder | $570 | $16,852-96.6% | $13,880-95.9% | $10,885-94.8% |