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 | $214,383 | $138,044+55.3% | $125,339+71.0% | $134,475+59.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.66% | 750.33%-773.0pp | 572.05%-594.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,693 | $5,243-48.6% | $4,814-44.1% | $4,740-43.2% |
| Participant deferral / active EE | $14,955 | $7,799+91.8% | $7,446+100.8% | $6,400+133.7% |
| Admin fee / account holder | $13,118 | $11,571+13.4% | $10,010+31.1% | $11,426+14.8% |