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 | $162,773 | $138,065+17.9% | $123,544+31.8% | $135,375+20.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.79% | 153.68%-169.5pp | 119.20%-135.0pp | 519.73%-535.5pp |
| Employer contribution / active EE | $2,587 | $5,151-49.8% | $4,628-44.1% | $4,779-45.9% |
| Participant deferral / active EE | $9,732 | $6,799+43.1% | $6,426+51.5% | $5,609+73.5% |
| Admin fee / account holder | $692 | $10,916-93.7% | $9,284-92.5% | $10,827-93.6% |