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 | $192,190 | $165,335+16.2% | $149,696+28.4% | $158,922+20.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -7.46% | 348.15%-355.6pp | 276.60%-284.1pp | 302.83%-310.3pp |
| Employer contribution / active EE | $4,963 | $5,103-2.7% | $4,644+6.9% | $4,761+4.2% |
| Participant deferral / active EE | $9,234 | $7,181+28.6% | $6,842+35.0% | $5,982+54.4% |
| Admin fee / account holder | $119,696 | $10,807+1007.6% | $9,309+1185.9% | $11,246+964.4% |