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 | $164,227 | $180,449-9.0% | $154,107+6.6% | $135,375+21.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.24% | 888.09%-897.3pp | 735.12%-744.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $10,173 | $6,035+68.6% | $5,298+92.0% | $4,779+112.9% |
| Participant deferral / active EE | $8,692 | $5,806+49.7% | $5,081+71.1% | $5,609+55.0% |
| Admin fee / account holder | $3,814 | $16,143-76.4% | $13,411-71.6% | $10,827-64.8% |