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 | $228,055 | $138,044+65.2% | $125,339+82.0% | $134,475+69.6% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -21.44% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,070 | $5,243-41.4% | $4,814-36.2% | $4,740-35.2% |
| Participant deferral / active EE | $10,967 | $7,799+40.6% | $7,446+47.3% | $6,400+71.4% |
| Admin fee / account holder | $1,641 | $11,571-85.8% | $10,010-83.6% | $11,426-85.6% |