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 | $159,301 | $190,805-16.5% | $159,960-0.4% | $134,475+18.5% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -21.54% | 552.23%-573.8pp | 408.60%-430.1pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,113 | $4,995-57.7% | $4,226-50.0% | $4,740-55.4% |
| Participant deferral / active EE | $7,353 | $6,923+6.2% | $6,182+18.9% | $6,400+14.9% |
| Admin fee / account holder | $49,561 | $10,471+373.3% | $8,698+469.8% | $11,426+333.8% |