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 | $156,725 | $135,635+15.5% | $110,238+42.2% | $135,375+15.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.00% | 513.19%-522.2pp | 314.74%-323.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $6,472 | $4,906+31.9% | $3,826+69.1% | $4,779+35.4% |
| Participant deferral / active EE | $7,586 | $5,506+37.8% | $4,672+62.4% | $5,609+35.2% |
| Admin fee / account holder | $1,271 | $11,457-88.9% | $8,547-85.1% | $10,827-88.3% |