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 | $221,489 | $138,065+60.4% | $123,544+79.3% | $135,375+63.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.62% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,671 | $5,151-48.2% | $4,628-42.3% | $4,779-44.1% |
| Participant deferral / active EE | $8,830 | $6,799+29.9% | $6,426+37.4% | $5,609+57.4% |
| Admin fee / account holder | $3,793 | $10,916-65.3% | $9,284-59.1% | $10,827-65.0% |