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 | $208,322 | $167,484+24.4% | $151,611+37.4% | $134,475+54.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.01% | 7.80%-38.8pp | 3.33%-34.3pp | 417.96%-449.0pp |
| Employer contribution / active EE | $16,144 | $6,829+136.4% | $6,166+161.8% | $4,740+240.6% |
| Participant deferral / active EE | $15,800 | $8,986+75.8% | $8,363+88.9% | $6,400+146.9% |
| Admin fee / account holder | $979 | $13,783-92.9% | $11,616-91.6% | $11,426-91.4% |