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 | $192,907 | $180,449+6.9% | $154,107+25.2% | $135,375+42.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.91% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $9,594 | $6,035+59.0% | $5,298+81.1% | $4,779+100.8% |
| Participant deferral / active EE | $4,174 | $5,806-28.1% | $5,081-17.8% | $5,609-25.6% |
| Admin fee / account holder | $3,095 | $16,143-80.8% | $13,411-76.9% | $10,827-71.4% |