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 | $114,246 | $138,044-17.2% | $125,339-8.8% | $134,475-15.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -25.42% | 750.33%-775.7pp | 572.05%-597.5pp | 417.96%-443.4pp |
| Employer contribution / active EE | $4,143 | $5,243-21.0% | $4,814-13.9% | $4,740-12.6% |
| Participant deferral / active EE | $15,838 | $7,799+103.1% | $7,446+112.7% | $6,400+147.5% |
| Admin fee / account holder | $382 | $11,571-96.7% | $10,010-96.2% | $11,426-96.7% |