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 | $142,425 | $190,805-25.4% | $159,960-11.0% | $134,475+5.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -28.59% | 552.23%-580.8pp | 408.60%-437.2pp | 417.96%-446.6pp |
| Employer contribution / active EE | $11,925 | $4,995+138.7% | $4,226+182.2% | $4,740+151.6% |
| Participant deferral / active EE | $5,133 | $6,923-25.9% | $6,182-17.0% | $6,400-19.8% |
| Admin fee / account holder | $2,018 | $10,471-80.7% | $8,698-76.8% | $11,426-82.3% |