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 6-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 | $141,829 | $138,044+2.7% | $125,339+13.2% | $134,475+5.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.09% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,381 | $5,243-54.6% | $4,814-50.5% | $4,740-49.8% |
| Participant deferral / active EE | $9,819 | $7,799+25.9% | $7,446+31.9% | $6,400+53.4% |
| Admin fee / account holder | $1,415 | $11,571-87.8% | $10,010-85.9% | $11,426-87.6% |