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 | $149,621 | $148,534+0.7% | $135,903+10.1% | $139,434+7.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -8.50% | 79.19%-87.7pp | 68.23%-76.7pp | 372.94%-381.4pp |
| Employer contribution / active EE | $5,026 | $5,243-4.1% | $4,856+3.5% | $4,751+5.8% |
| Participant deferral / active EE | $6,148 | $8,100-24.1% | $7,758-20.8% | $6,710-8.4% |
| Admin fee / account holder | $861 | $12,400-93.1% | $10,762-92.0% | $11,403-92.5% |