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 | $168,280 | $154,228+9.1% | $145,433+15.7% | $137,256+22.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -2.39% | 74.59%-77.0pp | 66.58%-69.0pp | 220.34%-222.7pp |
| Employer contribution / active EE | $18,544 | $4,804+286.0% | $4,554+307.2% | $4,156+346.2% |
| Participant deferral / active EE | $10,379 | $8,216+26.3% | $7,897+31.4% | $6,407+62.0% |
| Admin fee / account holder | $9,970 | $14,344-30.5% | $13,129-24.1% | $12,270-18.7% |