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 | $130,279 | $138,044-5.6% | $125,339+3.9% | $134,475-3.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.82% | 750.33%-771.1pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,101 | $5,243-40.9% | $4,814-35.6% | $4,740-34.6% |
| Participant deferral / active EE | $8,150 | $7,799+4.5% | $7,446+9.5% | $6,400+27.4% |
| Admin fee / account holder | $29,667 | $11,571+156.4% | $10,010+196.4% | $11,426+159.6% |