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 | $157,702 | $180,449-12.6% | $154,107+2.3% | $135,375+16.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.27% | 888.09%-900.4pp | 735.12%-747.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,799 | $6,035-70.2% | $5,298-66.0% | $4,779-62.4% |
| Participant deferral / active EE | $19,730 | $5,806+239.8% | $5,081+288.3% | $5,609+251.8% |
| Admin fee / account holder | $1,852 | $16,143-88.5% | $13,411-86.2% | $10,827-82.9% |