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 | $174,911 | $150,440+16.3% | $136,294+28.3% | $147,584+18.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.96% | 1049.08%-1050.0pp | 5155.94%-5156.9pp | 578.55%-579.5pp |
| Employer contribution / active EE | $4,071 | $5,256-22.6% | $4,695-13.3% | $4,876-16.5% |
| Participant deferral / active EE | $5,963 | $6,630-10.1% | $6,247-4.5% | $5,439+9.6% |
| Admin fee / account holder | $23,994 | $10,905+120.0% | $9,243+159.6% | $10,885+120.4% |