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 | $137,720 | $108,919+26.4% | $100,391+37.2% | $145,922-5.6% |
| Participation rate | 91.3% | 82.9%+8.4pp | 81.5%+9.8pp | 80.3%+11.0pp |
| Annual return | -4.29% | 57.88%-62.2pp | 49.20%-53.5pp | 561.29%-565.6pp |
| Employer contribution / active EE | $11,361 | $4,419+157.1% | $3,942+188.2% | $4,660+143.8% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $9,058 | $9,689-6.5% | $7,899+14.7% | $13,397-32.4% |