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 | $213,650 | $180,449+18.4% | $154,107+38.6% | $135,375+57.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.35% | 888.09%-897.4pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,881 | $6,035-35.7% | $5,298-26.7% | $4,779-18.8% |
| Participant deferral / active EE | $8,001 | $5,806+37.8% | $5,081+57.5% | $5,609+42.7% |
| Admin fee / account holder | $2,191 | $16,143-86.4% | $13,411-83.7% | $10,827-79.8% |