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 | $170,573 | $190,805-10.6% | $159,960+6.6% | $134,475+26.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.99% | 552.23%-578.2pp | 408.60%-434.6pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,746 | $4,995-65.0% | $4,226-58.7% | $4,740-63.2% |
| Participant deferral / active EE | $7,140 | $6,923+3.1% | $6,182+15.5% | $6,400+11.6% |
| Admin fee / account holder | $1,798 | $10,471-82.8% | $8,698-79.3% | $11,426-84.3% |