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 | $161,398 | $138,065+16.9% | $123,544+30.6% | $135,375+19.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.70% | 153.68%-164.4pp | 119.20%-129.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $17,620 | $5,151+242.0% | $4,628+280.7% | $4,779+268.7% |
| Participant deferral / active EE | $10,456 | $6,799+53.8% | $6,426+62.7% | $5,609+86.4% |
| Admin fee / account holder | $873 | $10,916-92.0% | $9,284-90.6% | $10,827-91.9% |