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 8-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 | $135,287 | $138,044-2.0% | $125,339+7.9% | $134,475+0.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -23.17% | 750.33%-773.5pp | 572.05%-595.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,118 | $5,243-59.6% | $4,814-56.0% | $4,740-55.3% |
| Participant deferral / active EE | $4,185 | $7,799-46.3% | $7,446-43.8% | $6,400-34.6% |
| Admin fee / account holder | $479 | $11,571-95.9% | $10,010-95.2% | $11,426-95.8% |