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 | $154,573 | $138,065+12.0% | $123,544+25.1% | $135,375+14.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.38% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,220 | $5,151+1.3% | $4,628+12.8% | $4,779+9.2% |
| Participant deferral / active EE | $5,220 | $6,799-23.2% | $6,426-18.8% | $5,609-6.9% |
| Admin fee / account holder | $1,328 | $10,916-87.8% | $9,284-85.7% | $10,827-87.7% |