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 | $229,395 | $180,449+27.1% | $154,107+48.9% | $135,375+69.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.39% | 888.09%-900.5pp | 735.12%-747.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $16,217 | $6,035+168.7% | $5,298+206.1% | $4,779+239.4% |
| Participant deferral / active EE | $8,928 | $5,806+53.8% | $5,081+75.7% | $5,609+59.2% |
| Admin fee / account holder | $6,744 | $16,143-58.2% | $13,411-49.7% | $10,827-37.7% |