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 | $137,242 | $138,065-0.6% | $123,544+11.1% | $135,375+1.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.55% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,967 | $5,151-3.6% | $4,628+7.3% | $4,779+3.9% |
| Participant deferral / active EE | $10,414 | $6,799+53.2% | $6,426+62.1% | $5,609+85.7% |
| Admin fee / account holder | $9,004 | $10,916-17.5% | $9,284-3.0% | $10,827-16.8% |