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 | $240,491 | $109,327+120.0% | $89,391+169.0% | $158,922+51.3% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | -4.50% | 345.68%-350.2pp | 245.62%-250.1pp | 302.83%-307.3pp |
| Employer contribution / active EE | $2,082 | $3,170-34.3% | $2,586-19.5% | $4,761-56.3% |
| Participant deferral / active EE | $9,921 | $4,598+115.7% | $3,890+155.0% | $5,982+65.8% |
| Admin fee / account holder | $2,265 | $6,153-63.2% | $4,881-53.6% | $11,246-79.9% |