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 | $246,849 | $171,865+43.6% | $149,718+64.9% | $147,584+67.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -2.72% | 2113.22%-2115.9pp | 1501.63%-1504.3pp | 578.55%-581.3pp |
| Employer contribution / active EE | $5,337 | $6,275-14.9% | $5,445-2.0% | $4,876+9.5% |
| Participant deferral / active EE | $3,171 | $7,271-56.4% | $6,569-51.7% | $5,439-41.7% |
| Admin fee / account holder | $1,351 | $13,799-90.2% | $11,283-88.0% | $10,885-87.6% |