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 | $139,522 | $140,578-0.8% | $100,671+38.6% | $125,391+11.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -5.53% | 24.67%-30.2pp | 20.43%-26.0pp | 282.22%-287.8pp |
| Employer contribution / active EE | $14,143 | $5,965+137.1% | $4,012+252.5% | $4,866+190.7% |
| Participant deferral / active EE | $16,297 | $3,981+309.3% | $3,144+418.4% | $5,352+204.5% |
| Admin fee / account holder | $1,188 | $6,716-82.3% | $4,850-75.5% | $9,540-87.5% |