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 | $202,002 | $165,335+22.2% | $149,696+34.9% | $158,922+27.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.71% | 348.15%-349.9pp | 276.60%-278.3pp | 302.83%-304.5pp |
| Employer contribution / active EE | $2,819 | $5,103-44.8% | $4,644-39.3% | $4,761-40.8% |
| Participant deferral / active EE | $7,549 | $7,181+5.1% | $6,842+10.3% | $5,982+26.2% |
| Admin fee / account holder | $199,696 | $10,807+1747.9% | $9,309+2045.3% | $11,246+1675.7% |