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 | $207,979 | $106,890+94.6% | $84,015+147.6% | $152,861+36.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | -5.09% | 104.99%-110.1pp | 71.31%-76.4pp | 345.32%-350.4pp |
| Employer contribution / active EE | $3,642 | $2,734+33.2% | $1,983+83.6% | $4,762-23.5% |
| Participant deferral / active EE | $4,077 | $4,011+1.6% | $3,239+25.9% | $5,850-30.3% |
| Admin fee / account holder | $11,345 | $8,285+36.9% | $6,101+86.0% | $11,596-2.2% |