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 | $147,189 | $138,065+6.6% | $123,544+19.1% | $135,375+8.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.59% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,254 | $5,151-36.8% | $4,628-29.7% | $4,779-31.9% |
| Participant deferral / active EE | $14,000 | $6,799+105.9% | $6,426+117.9% | $5,609+149.6% |
| Admin fee / account holder | $9,526 | $10,916-12.7% | $9,284+2.6% | $10,827-12.0% |