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 | $138,654 | $138,065+0.4% | $123,544+12.2% | $135,375+2.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.47% | 153.68%-167.2pp | 119.20%-132.7pp | 519.73%-533.2pp |
| Employer contribution / active EE | $8,374 | $5,151+62.5% | $4,628+80.9% | $4,779+75.2% |
| Participant deferral / active EE | $5,748 | $6,799-15.5% | $6,426-10.5% | $5,609+2.5% |
| Admin fee / account holder | $1,824 | $10,916-83.3% | $9,284-80.4% | $10,827-83.2% |