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 | $143,233 | $160,055-10.5% | $140,016+2.3% | $135,375+5.8% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -11.29% | 911.38%-922.7pp | 651.12%-662.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,145 | $6,420-66.6% | $5,606-61.7% | $4,779-55.1% |
| Participant deferral / active EE | $9,122 | $7,642+19.4% | $6,927+31.7% | $5,609+62.6% |
| Admin fee / account holder | $1,704 | $13,328-87.2% | $10,705-84.1% | $10,827-84.3% |