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 | $157,041 | $160,055-1.9% | $140,016+12.2% | $135,375+16.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.34% | 911.38%-922.7pp | 651.12%-662.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $19,017 | $6,420+196.2% | $5,606+239.2% | $4,779+297.9% |
| Participant deferral / active EE | $19,212 | $7,642+151.4% | $6,927+177.3% | $5,609+242.5% |
| Admin fee / account holder | $971 | $13,328-92.7% | $10,705-90.9% | $10,827-91.0% |