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 | $128,864 | $138,044-6.6% | $125,339+2.8% | $134,475-4.2% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -25.82% | 750.33%-776.1pp | 572.05%-597.9pp | 417.96%-443.8pp |
| Employer contribution / active EE | $3,709 | $5,243-29.3% | $4,814-23.0% | $4,740-21.8% |
| Participant deferral / active EE | $9,683 | $7,799+24.2% | $7,446+30.0% | $6,400+51.3% |
| Admin fee / account holder | $4,503 | $11,571-61.1% | $10,010-55.0% | $11,426-60.6% |