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 | $129,881 | $138,065-5.9% | $123,544+5.1% | $135,375-4.1% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -9.33% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $7,454 | $5,151+44.7% | $4,628+61.1% | $4,779+56.0% |
| Participant deferral / active EE | $9,898 | $6,799+45.6% | $6,426+54.0% | $5,609+76.5% |
| Admin fee / account holder | $469 | $10,916-95.7% | $9,284-94.9% | $10,827-95.7% |