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 | $174,840 | $160,055+9.2% | $140,016+24.9% | $135,375+29.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.03% | 911.38%-923.4pp | 651.12%-663.1pp | 519.73%-531.8pp |
| Employer contribution / active EE | $23,547 | $6,420+266.8% | $5,606+320.0% | $4,779+392.7% |
| Participant deferral / active EE | $15,435 | $7,642+102.0% | $6,927+122.8% | $5,609+175.2% |
| Admin fee / account holder | $431 | $13,328-96.8% | $10,705-96.0% | $10,827-96.0% |