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 | $142,298 | $160,055-11.1% | $140,016+1.6% | $135,375+5.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.38% | 911.38%-926.8pp | 651.12%-666.5pp | 519.73%-535.1pp |
| Employer contribution / active EE | $5,835 | $6,420-9.1% | $5,606+4.1% | $4,779+22.1% |
| Participant deferral / active EE | $7,510 | $7,642-1.7% | $6,927+8.4% | $5,609+33.9% |
| Admin fee / account holder | $1,554 | $13,328-88.3% | $10,705-85.5% | $10,827-85.6% |