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 | $204,742 | $157,256+30.2% | $141,162+45.0% | $152,861+33.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -4.51% | 64.32%-68.8pp | 71.39%-75.9pp | 345.32%-349.8pp |
| Employer contribution / active EE | $4,741 | $5,261-9.9% | $4,735+0.1% | $4,762-0.4% |
| Participant deferral / active EE | $17,127 | $7,109+140.9% | $6,709+155.3% | $5,850+192.8% |
| Admin fee / account holder | $5,443 | $12,120-55.1% | $10,261-47.0% | $11,596-53.1% |