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 | $200,307 | $138,044+45.1% | $125,339+59.8% | $134,475+49.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.59% | 750.33%-775.9pp | 572.05%-597.6pp | 417.96%-443.6pp |
| Employer contribution / active EE | $1,825 | $5,243-65.2% | $4,814-62.1% | $4,740-61.5% |
| Participant deferral / active EE | $5,573 | $7,799-28.5% | $7,446-25.2% | $6,400-12.9% |
| Admin fee / account holder | $6,433 | $11,571-44.4% | $10,010-35.7% | $11,426-43.7% |