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 | $236,039 | $180,449+30.8% | $154,107+53.2% | $135,375+74.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.67% | 888.09%-897.8pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,543 | $6,035-41.3% | $5,298-33.1% | $4,779-25.9% |
| Participant deferral / active EE | $9,376 | $5,806+61.5% | $5,081+84.6% | $5,609+67.2% |
| Admin fee / account holder | $6,665 | $16,143-58.7% | $13,411-50.3% | $10,827-38.4% |