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 | $238,715 | $138,044+72.9% | $125,339+90.5% | $134,475+77.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.47% | 750.33%-776.8pp | 572.05%-598.5pp | 417.96%-444.4pp |
| Employer contribution / active EE | $3,776 | $5,243-28.0% | $4,814-21.6% | $4,740-20.3% |
| Participant deferral / active EE | $8,716 | $7,799+11.8% | $7,446+17.0% | $6,400+36.2% |
| Admin fee / account holder | $33,511 | $11,571+189.6% | $10,010+234.8% | $11,426+193.3% |