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 | $197,813 | $198,466-0.3% | $170,442+16.1% | $147,584+34.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -3.33% | 257.29%-260.6pp | 205.93%-209.3pp | 578.55%-581.9pp |
| Employer contribution / active EE | $2,480 | $6,184-59.9% | $5,433-54.4% | $4,876-49.1% |
| Participant deferral / active EE | $3,200 | $5,629-43.2% | $4,939-35.2% | $5,439-41.2% |
| Admin fee / account holder | $1,558 | $16,852-90.8% | $13,880-88.8% | $10,885-85.7% |