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 | $167,931 | $180,449-6.9% | $154,107+9.0% | $135,375+24.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.29% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $8,471 | $6,035+40.4% | $5,298+59.9% | $4,779+77.3% |
| Participant deferral / active EE | $10,018 | $5,806+72.5% | $5,081+97.2% | $5,609+78.6% |
| Admin fee / account holder | $11,265 | $16,143-30.2% | $13,411-16.0% | $10,827+4.0% |