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 | $136,559 | $135,635+0.7% | $110,238+23.9% | $135,375+0.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.69% | 513.19%-522.9pp | 314.74%-324.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $27,638 | $4,906+463.3% | $3,826+622.3% | $4,779+478.4% |
| Participant deferral / active EE | $7,931 | $5,506+44.0% | $4,672+69.8% | $5,609+41.4% |
| Admin fee / account holder | $4,815 | $11,457-58.0% | $8,547-43.7% | $10,827-55.5% |