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 | $184,694 | $108,919+69.6% | $100,391+84.0% | $145,922+26.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -27.92% | 57.88%-85.8pp | 49.20%-77.1pp | 561.29%-589.2pp |
| Employer contribution / active EE | $2,005 | $4,419-54.6% | $3,942-49.1% | $4,660-57.0% |
| Participant deferral / active EE | $27,364 | $8,445+224.0% | $8,082+238.6% | $6,688+309.2% |
| Admin fee / account holder | $24,364 | $9,689+151.5% | $7,899+208.4% | $13,397+81.9% |