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 | $230,830 | $135,635+70.2% | $110,238+109.4% | $135,375+70.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.83% | 513.19%-523.0pp | 314.74%-324.6pp | 519.73%-529.6pp |
| Employer contribution / active EE | $11,583 | $4,906+136.1% | $3,826+202.7% | $4,779+142.4% |
| Participant deferral / active EE | $14,050 | $5,506+155.2% | $4,672+200.7% | $5,609+150.5% |
| Admin fee / account holder | $1,655 | $11,457-85.6% | $8,547-80.6% | $10,827-84.7% |