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 | $156,346 | $138,065+13.2% | $123,544+26.6% | $135,375+15.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.31% | 153.68%-165.0pp | 119.20%-130.5pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,188 | $5,151-57.5% | $4,628-52.7% | $4,779-54.2% |
| Participant deferral / active EE | $4,563 | $6,799-32.9% | $6,426-29.0% | $5,609-18.6% |
| Admin fee / account holder | $321 | $10,916-97.1% | $9,284-96.5% | $10,827-97.0% |