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 | $148,529 | $150,187-1.1% | $120,354+23.4% | $145,922+1.8% |
| Participation rate | 87.0% | 78.8%+8.2pp | 71.9%+15.0pp | 80.3%+6.7pp |
| Annual return | 8.37% | 154.07%-145.7pp | 107.15%-98.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,130 | $4,348-51.0% | $3,463-38.5% | $4,660-54.3% |
| Participant deferral / active EE | $5,324 | $6,173-13.7% | $4,991+6.7% | $6,688-20.4% |
| Admin fee / account holder | $30,847 | $12,207+152.7% | $9,423+227.4% | $13,397+130.3% |