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 | $188,639 | $112,096+68.3% | $95,952+96.6% | $158,922+18.7% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | -16.62% | 171.09%-187.7pp | 91.61%-108.2pp | 302.83%-319.4pp |
| Employer contribution / active EE | $8,000 | $3,198+150.2% | $2,541+214.8% | $4,761+68.0% |
| Participant deferral / active EE | $6,279 | $4,784+31.3% | $4,167+50.7% | $5,982+5.0% |
| Admin fee / account holder | $45,892 | $10,130+353.0% | $6,795+575.3% | $11,246+308.1% |