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 | $140,235 | $167,484-16.3% | $151,611-7.5% | $134,475+4.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -36.00% | 7.80%-43.8pp | 3.33%-39.3pp | 417.96%-454.0pp |
| Employer contribution / active EE | $5,526 | $6,829-19.1% | $6,166-10.4% | $4,740+16.6% |
| Participant deferral / active EE | $12,921 | $8,986+43.8% | $8,363+54.5% | $6,400+101.9% |
| Admin fee / account holder | $895 | $13,783-93.5% | $11,616-92.3% | $11,426-92.2% |