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 | $132,221 | $135,635-2.5% | $110,238+19.9% | $135,375-2.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.05% | 513.19%-522.2pp | 314.74%-323.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,667 | $4,906-4.9% | $3,826+22.0% | $4,779-2.3% |
| Participant deferral / active EE | $13,400 | $5,506+143.4% | $4,672+186.8% | $5,609+138.9% |
| Admin fee / account holder | $452 | $11,457-96.1% | $8,547-94.7% | $10,827-95.8% |