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 | $198,286 | $168,632+17.6% | $147,614+34.3% | $125,391+58.1% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | -43.37% | 77.65%-121.0pp | 61.98%-105.4pp | 282.22%-325.6pp |
| Employer contribution / active EE | $15,726 | $6,252+151.5% | $5,564+182.6% | $4,866+223.2% |
| Participant deferral / active EE | $1,947 | $5,507-64.6% | $4,895-60.2% | $5,352-63.6% |
| Admin fee / account holder | $8,979 | $13,580-33.9% | $11,611-22.7% | $9,540-5.9% |