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 9-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 | $157,316 | $167,484-6.1% | $151,611+3.8% | $134,475+17.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -36.51% | 7.80%-44.3pp | 3.33%-39.8pp | 417.96%-454.5pp |
| Employer contribution / active EE | $3,846 | $6,829-43.7% | $6,166-37.6% | $4,740-18.9% |
| Participant deferral / active EE | $14,700 | $8,986+63.6% | $8,363+75.8% | $6,400+129.7% |
| Admin fee / account holder | $349 | $13,783-97.5% | $11,616-97.0% | $11,426-96.9% |