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 | $143,117 | $133,958+6.8% | $112,228+27.5% | $134,475+6.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.87% | 47.11%-69.0pp | 27.45%-49.3pp | 417.96%-439.8pp |
| Employer contribution / active EE | $3,258 | $4,038-19.3% | $3,635-10.4% | $4,740-31.3% |
| Participant deferral / active EE | $10,416 | $5,291+96.9% | $4,728+120.3% | $6,400+62.8% |
| Admin fee / account holder | $1,916 | $7,489-74.4% | $6,410-70.1% | $11,426-83.2% |