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 | $220,553 | $152,587+44.5% | $125,175+76.2% | $152,861+44.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -1.49% | 54.84%-56.3pp | 43.79%-45.3pp | 345.32%-346.8pp |
| Employer contribution / active EE | $4,575 | $4,946-7.5% | $3,865+18.3% | $4,762-3.9% |
| Participant deferral / active EE | $9,858 | $5,868+68.0% | $4,937+99.7% | $5,850+68.5% |
| Admin fee / account holder | $833 | $13,434-93.8% | $9,702-91.4% | $11,596-92.8% |