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 | $130,087 | $138,044-5.8% | $125,339+3.8% | $134,475-3.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.69% | 750.33%-781.0pp | 572.05%-602.7pp | 417.96%-448.7pp |
| Employer contribution / active EE | $13,549 | $5,243+158.4% | $4,814+181.5% | $4,740+185.9% |
| Participant deferral / active EE | $8,689 | $7,799+11.4% | $7,446+16.7% | $6,400+35.8% |
| Admin fee / account holder | $2,630 | $11,571-77.3% | $10,010-73.7% | $11,426-77.0% |