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 | $229,547 | $209,411+9.6% | $178,490+28.6% | $158,922+44.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.38% | 188.75%-189.1pp | 151.07%-151.5pp | 302.83%-303.2pp |
| Employer contribution / active EE | $3,236 | $5,706-43.3% | $5,011-35.4% | $4,761-32.0% |
| Participant deferral / active EE | $7,925 | $5,954+33.1% | $5,202+52.4% | $5,982+32.5% |
| Admin fee / account holder | $1,720 | $17,074-89.9% | $13,984-87.7% | $11,246-84.7% |