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 9-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 | $225,997 | $154,365+46.4% | $130,231+73.5% | $139,434+62.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | -9.68% | 30.34%-40.0pp | 38.77%-48.4pp | 372.94%-382.6pp |
| Employer contribution / active EE | $3,529 | $5,170-31.7% | $4,126-14.5% | $4,751-25.7% |
| Participant deferral / active EE | $9,280 | $8,498+9.2% | $6,799+36.5% | $6,710+38.3% |
| Admin fee / account holder | $41,952 | $9,214+355.3% | $6,020+596.9% | $11,403+267.9% |