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 | $140,295 | $138,044+1.6% | $125,339+11.9% | $134,475+4.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -23.30% | 750.33%-773.6pp | 572.05%-595.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $5,308 | $5,243+1.2% | $4,814+10.3% | $4,740+12.0% |
| Participant deferral / active EE | $27,433 | $7,799+251.8% | $7,446+268.4% | $6,400+328.7% |
| Admin fee / account holder | $62,749 | $11,571+442.3% | $10,010+526.9% | $11,426+449.2% |