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 | $172,897 | $168,632+2.5% | $147,614+17.1% | $125,391+37.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.24% | 77.65%-82.9pp | 61.98%-67.2pp | 282.22%-287.5pp |
| Employer contribution / active EE | $6,499 | $6,252+3.9% | $5,564+16.8% | $4,866+33.6% |
| Participant deferral / active EE | $7,275 | $5,507+32.1% | $4,895+48.6% | $5,352+35.9% |
| Admin fee / account holder | $1,844 | $13,580-86.4% | $11,611-84.1% | $9,540-80.7% |