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 | $161,509 | $160,055+0.9% | $140,016+15.4% | $135,375+19.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.57% | 911.38%-922.9pp | 651.12%-662.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $4,325 | $6,420-32.6% | $5,606-22.9% | $4,779-9.5% |
| Participant deferral / active EE | $10,232 | $7,642+33.9% | $6,927+47.7% | $5,609+82.4% |
| Admin fee / account holder | $1,625 | $13,328-87.8% | $10,705-84.8% | $10,827-85.0% |