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 | $178,583 | $165,335+8.0% | $149,696+19.3% | $158,922+12.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.55% | 348.15%-350.7pp | 276.60%-279.2pp | 302.83%-305.4pp |
| Employer contribution / active EE | $1,186 | $5,103-76.8% | $4,644-74.5% | $4,761-75.1% |
| Participant deferral / active EE | $4,959 | $7,181-30.9% | $6,842-27.5% | $5,982-17.1% |
| Admin fee / account holder | $5,151 | $10,807-52.3% | $9,309-44.7% | $11,246-54.2% |