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 | $193,925 | $183,592+5.6% | $155,567+24.7% | $145,959+32.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -24.81% | 61.24%-86.0pp | 64.74%-89.5pp | 561.95%-586.8pp |
| Employer contribution / active EE | $1,350 | $5,315-74.6% | $4,674-71.1% | $4,661-71.0% |
| Participant deferral / active EE | $10,815 | $6,464+67.3% | $5,628+92.2% | $6,689+61.7% |
| Admin fee / account holder | $4,074 | $19,318-78.9% | $15,916-74.4% | $13,398-69.6% |