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 | $129,844 | $138,065-6.0% | $123,544+5.1% | $135,375-4.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -18.18% | 153.68%-171.9pp | 119.20%-137.4pp | 519.73%-537.9pp |
| Employer contribution / active EE | $12,609 | $5,151+144.8% | $4,628+172.5% | $4,779+163.8% |
| Participant deferral / active EE | $10,189 | $6,799+49.9% | $6,426+58.6% | $5,609+81.7% |
| Admin fee / account holder | $14,716 | $10,916+34.8% | $9,284+58.5% | $10,827+35.9% |