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 | $152,630 | $180,449-15.4% | $154,107-1.0% | $135,375+12.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.57% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $7,164 | $6,035+18.7% | $5,298+35.2% | $4,779+49.9% |
| Participant deferral / active EE | $13,934 | $5,806+140.0% | $5,081+174.3% | $5,609+148.4% |
| Admin fee / account holder | $3,877 | $16,143-76.0% | $13,411-71.1% | $10,827-64.2% |