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 | $141,939 | $138,044+2.8% | $125,339+13.2% | $134,475+5.6% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -23.83% | 750.33%-774.2pp | 572.05%-595.9pp | 417.96%-441.8pp |
| Employer contribution / active EE | $3,585 | $5,243-31.6% | $4,814-25.5% | $4,740-24.4% |
| Participant deferral / active EE | $9,983 | $7,799+28.0% | $7,446+34.1% | $6,400+56.0% |
| Admin fee / account holder | $1,821 | $11,571-84.3% | $10,010-81.8% | $11,426-84.1% |