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 | $150,617 | $180,449-16.5% | $154,107-2.3% | $135,375+11.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.95% | 888.09%-897.0pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $12,409 | $6,035+105.6% | $5,298+134.2% | $4,779+159.7% |
| Participant deferral / active EE | $7,863 | $5,806+35.4% | $5,081+54.8% | $5,609+40.2% |
| Admin fee / account holder | $564 | $16,143-96.5% | $13,411-95.8% | $10,827-94.8% |