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 | $162,690 | $180,449-9.8% | $154,107+5.6% | $135,375+20.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.51% | 888.09%-897.6pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,287 | $6,035-78.7% | $5,298-75.7% | $4,779-73.1% |
| Participant deferral / active EE | $3,506 | $5,806-39.6% | $5,081-31.0% | $5,609-37.5% |
| Admin fee / account holder | $5,146 | $16,143-68.1% | $13,411-61.6% | $10,827-52.5% |