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 | $136,977 | $138,065-0.8% | $123,544+10.9% | $135,375+1.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.67% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,604 | $5,151-30.0% | $4,628-22.1% | $4,779-24.6% |
| Participant deferral / active EE | $2,651 | $6,799-61.0% | $6,426-58.7% | $5,609-52.7% |
| Admin fee / account holder | $1,548 | $10,916-85.8% | $9,284-83.3% | $10,827-85.7% |