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 | $221,417 | $190,805+16.0% | $159,960+38.4% | $134,475+64.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -33.31% | 552.23%-585.5pp | 408.60%-441.9pp | 417.96%-451.3pp |
| Employer contribution / active EE | $1,710 | $4,995-65.8% | $4,226-59.5% | $4,740-63.9% |
| Participant deferral / active EE | $4,275 | $6,923-38.2% | $6,182-30.9% | $6,400-33.2% |
| Admin fee / account holder | $818 | $10,471-92.2% | $8,698-90.6% | $11,426-92.8% |