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 | $189,580 | $209,411-9.5% | $178,490+6.2% | $158,922+19.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -9.99% | 188.75%-198.7pp | 151.07%-161.1pp | 302.83%-312.8pp |
| Employer contribution / active EE | $3,066 | $5,706-46.3% | $5,011-38.8% | $4,761-35.6% |
| Participant deferral / active EE | $6,762 | $5,954+13.6% | $5,202+30.0% | $5,982+13.0% |
| Admin fee / account holder | $24,318 | $17,074+42.4% | $13,984+73.9% | $11,246+116.2% |