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 | $168,409 | $138,044+22.0% | $125,339+34.4% | $134,475+25.2% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -21.87% | 750.33%-772.2pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $4,826 | $5,243-8.0% | $4,814+0.3% | $4,740+1.8% |
| Participant deferral / active EE | $9,048 | $7,799+16.0% | $7,446+21.5% | $6,400+41.4% |
| Admin fee / account holder | $1,507 | $11,571-87.0% | $10,010-84.9% | $11,426-86.8% |