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 | $155,972 | $160,055-2.6% | $140,016+11.4% | $135,375+15.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.69% | 911.38%-921.1pp | 651.12%-660.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $28,525 | $6,420+344.3% | $5,606+408.9% | $4,779+496.9% |
| Participant deferral / active EE | $9,270 | $7,642+21.3% | $6,927+33.8% | $5,609+65.3% |
| Admin fee / account holder | $21,927 | $13,328+64.5% | $10,705+104.8% | $10,827+102.5% |