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 | $222,687 | $138,044+61.3% | $125,339+77.7% | $134,475+65.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.75% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $9,986 | $5,243+90.4% | $4,814+107.4% | $4,740+110.7% |
| Participant deferral / active EE | $11,447 | $7,799+46.8% | $7,446+53.7% | $6,400+78.9% |
| Admin fee / account holder | $13,190 | $11,571+14.0% | $10,010+31.8% | $11,426+15.4% |