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 | $142,062 | $138,065+2.9% | $123,544+15.0% | $135,375+4.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.74% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $7,519 | $5,151+46.0% | $4,628+62.5% | $4,779+57.3% |
| Participant deferral / active EE | $11,102 | $6,799+63.3% | $6,426+72.8% | $5,609+97.9% |
| Admin fee / account holder | $15,260 | $10,916+39.8% | $9,284+64.4% | $10,827+40.9% |