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 | $135,957 | $138,044-1.5% | $125,339+8.5% | $134,475+1.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.84% | 750.33%-772.2pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $6,129 | $5,243+16.9% | $4,814+27.3% | $4,740+29.3% |
| Participant deferral / active EE | $7,989 | $7,799+2.4% | $7,446+7.3% | $6,400+24.8% |
| Admin fee / account holder | $12,820 | $11,571+10.8% | $10,010+28.1% | $11,426+12.2% |