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 | $147,594 | $138,044+6.9% | $125,339+17.8% | $134,475+9.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -25.27% | 750.33%-775.6pp | 572.05%-597.3pp | 417.96%-443.2pp |
| Employer contribution / active EE | $3,535 | $5,243-32.6% | $4,814-26.6% | $4,740-25.4% |
| Participant deferral / active EE | $8,903 | $7,799+14.2% | $7,446+19.6% | $6,400+39.1% |
| Admin fee / account holder | $49,898 | $11,571+331.2% | $10,010+398.5% | $11,426+336.7% |