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 | $189,673 | $190,805-0.6% | $159,960+18.6% | $134,475+41.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.62% | 552.23%-573.9pp | 408.60%-430.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $4,636 | $4,995-7.2% | $4,226+9.7% | $4,740-2.2% |
| Participant deferral / active EE | $17,273 | $6,923+149.5% | $6,182+179.4% | $6,400+169.9% |
| Admin fee / account holder | $775 | $10,471-92.6% | $8,698-91.1% | $11,426-93.2% |