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 | $145,232 | $135,635+7.1% | $110,238+31.7% | $135,375+7.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -18.06% | 513.19%-531.2pp | 314.74%-332.8pp | 519.73%-537.8pp |
| Employer contribution / active EE | $3,875 | $4,906-21.0% | $3,826+1.3% | $4,779-18.9% |
| Participant deferral / active EE | $9,425 | $5,506+71.2% | $4,672+101.7% | $5,609+68.0% |
| Admin fee / account holder | $365 | $11,457-96.8% | $8,547-95.7% | $10,827-96.6% |