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 | $124,161 | $138,044-10.1% | $125,339-0.9% | $134,475-7.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -22.24% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $13,805 | $5,243+163.3% | $4,814+186.8% | $4,740+191.3% |
| Participant deferral / active EE | $15,724 | $7,799+101.6% | $7,446+111.2% | $6,400+145.7% |
| Admin fee / account holder | $4,864 | $11,571-58.0% | $10,010-51.4% | $11,426-57.4% |