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 | $155,511 | $160,055-2.8% | $140,016+11.1% | $135,375+14.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -13.91% | 911.38%-925.3pp | 651.12%-665.0pp | 519.73%-533.6pp |
| Employer contribution / active EE | $3,833 | $6,420-40.3% | $5,606-31.6% | $4,779-19.8% |
| Participant deferral / active EE | $12,985 | $7,642+69.9% | $6,927+87.5% | $5,609+131.5% |
| Admin fee / account holder | $649 | $13,328-95.1% | $10,705-93.9% | $10,827-94.0% |