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 | $143,374 | $138,044+3.9% | $125,339+14.4% | $134,475+6.6% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -26.86% | 750.33%-777.2pp | 572.05%-598.9pp | 417.96%-444.8pp |
| Employer contribution / active EE | $2,282 | $5,243-56.5% | $4,814-52.6% | $4,740-51.9% |
| Participant deferral / active EE | $9,573 | $7,799+22.8% | $7,446+28.6% | $6,400+49.6% |
| Admin fee / account holder | $3,119 | $11,571-73.0% | $10,010-68.8% | $11,426-72.7% |