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 | $225,932 | $138,044+63.7% | $125,339+80.3% | $134,475+68.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.14% | 750.33%-774.5pp | 572.05%-596.2pp | 417.96%-442.1pp |
| Employer contribution / active EE | $5,919 | $5,243+12.9% | $4,814+23.0% | $4,740+24.9% |
| Participant deferral / active EE | $20,743 | $7,799+166.0% | $7,446+178.6% | $6,400+224.1% |
| Admin fee / account holder | $37,404 | $11,571+223.2% | $10,010+273.7% | $11,426+227.4% |