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 7-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 | $126,363 | $112,096+12.7% | $95,952+31.7% | $158,922-20.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -16.98% | 171.09%-188.1pp | 91.61%-108.6pp | 302.83%-319.8pp |
| Employer contribution / active EE | $1,889 | $3,198-40.9% | $2,541-25.7% | $4,761-60.3% |
| Participant deferral / active EE | $3,124 | $4,784-34.7% | $4,167-25.0% | $5,982-47.8% |
| Admin fee / account holder | $7,978 | $10,130-21.2% | $6,795+17.4% | $11,246-29.1% |