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 | $129,879 | $138,065-5.9% | $123,544+5.1% | $135,375-4.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.22% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $7,102 | $5,151+37.9% | $4,628+53.5% | $4,779+48.6% |
| Participant deferral / active EE | $10,018 | $6,799+47.3% | $6,426+55.9% | $5,609+78.6% |
| Admin fee / account holder | $7,210 | $10,916-34.0% | $9,284-22.3% | $10,827-33.4% |