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 | $131,667 | $160,055-17.7% | $140,016-6.0% | $135,375-2.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.35% | 911.38%-920.7pp | 651.12%-660.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $6,206 | $6,420-3.3% | $5,606+10.7% | $4,779+29.9% |
| Participant deferral / active EE | $7,706 | $7,642+0.8% | $6,927+11.2% | $5,609+37.4% |
| Admin fee / account holder | $465 | $13,328-96.5% | $10,705-95.7% | $10,827-95.7% |