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 | $177,571 | $201,272-11.8% | $184,203-3.6% | $145,922+21.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -5.82% | 29.00%-34.8pp | 28.81%-34.6pp | 561.29%-567.1pp |
| Employer contribution / active EE | $10,507 | $7,022+49.6% | $6,427+63.5% | $4,660+125.5% |
| Participant deferral / active EE | $21,400 | $9,806+118.2% | $9,131+134.4% | $6,688+220.0% |
| Admin fee / account holder | $15,292 | $16,364-6.5% | $13,901+10.0% | $13,397+14.1% |