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 | $222,823 | $180,449+23.5% | $154,107+44.6% | $135,375+64.6% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -13.76% | 888.09%-901.9pp | 735.12%-748.9pp | 519.73%-533.5pp |
| Employer contribution / active EE | $1,442 | $6,035-76.1% | $5,298-72.8% | $4,779-69.8% |
| Participant deferral / active EE | $8,148 | $5,806+40.3% | $5,081+60.4% | $5,609+45.3% |
| Admin fee / account holder | $2,861 | $16,143-82.3% | $13,411-78.7% | $10,827-73.6% |