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 | $141,321 | $138,044+2.4% | $125,339+12.8% | $134,475+5.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -30.64% | 750.33%-781.0pp | 572.05%-602.7pp | 417.96%-448.6pp |
| Employer contribution / active EE | $6,369 | $5,243+21.5% | $4,814+32.3% | $4,740+34.4% |
| Participant deferral / active EE | $7,980 | $7,799+2.3% | $7,446+7.2% | $6,400+24.7% |
| Admin fee / account holder | $2,261 | $11,571-80.5% | $10,010-77.4% | $11,426-80.2% |