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 | $185,576 | $197,591-6.1% | $177,821+4.4% | $158,922+16.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -1.14% | 58.76%-59.9pp | 48.32%-49.5pp | 302.83%-304.0pp |
| Employer contribution / active EE | $9,372 | $6,697+39.9% | $5,918+58.4% | $4,761+96.8% |
| Participant deferral / active EE | $4,903 | $8,405-41.7% | $7,714-36.4% | $5,982-18.0% |
| Admin fee / account holder | $32,352 | $15,399+110.1% | $12,427+160.3% | $11,246+187.7% |