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 3-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 | $200,970 | $201,272-0.1% | $184,203+9.1% | $145,922+37.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -21.41% | 29.00%-50.4pp | 28.81%-50.2pp | 561.29%-582.7pp |
| Employer contribution / active EE | $4,585 | $7,022-34.7% | $6,427-28.7% | $4,660-1.6% |
| Participant deferral / active EE | $25,146 | $9,806+156.4% | $9,131+175.4% | $6,688+276.0% |
| Admin fee / account holder | $426 | $16,364-97.4% | $13,901-96.9% | $13,397-96.8% |