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 | $146,115 | $112,096+30.3% | $95,952+52.3% | $158,922-8.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -11.58% | 171.09%-182.7pp | 91.61%-103.2pp | 302.83%-314.4pp |
| Employer contribution / active EE | $2,478 | $3,198-22.5% | $2,541-2.5% | $4,761-48.0% |
| Participant deferral / active EE | $6,490 | $4,784+35.7% | $4,167+55.8% | $5,982+8.5% |
| Admin fee / account holder | $2,235 | $10,130-77.9% | $6,795-67.1% | $11,246-80.1% |