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 | $194,254 | $148,534+30.8% | $135,903+42.9% | $139,434+39.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -6.14% | 79.19%-85.3pp | 68.23%-74.4pp | 372.94%-379.1pp |
| Employer contribution / active EE | $6,203 | $5,243+18.3% | $4,856+27.7% | $4,751+30.6% |
| Participant deferral / active EE | $7,470 | $8,100-7.8% | $7,758-3.7% | $6,710+11.3% |
| Admin fee / account holder | $2,724 | $12,400-78.0% | $10,762-74.7% | $11,403-76.1% |