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 | $176,644 | $138,044+28.0% | $125,339+40.9% | $134,475+31.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -21.08% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,760 | $5,243-47.4% | $4,814-42.7% | $4,740-41.8% |
| Participant deferral / active EE | $12,078 | $7,799+54.9% | $7,446+62.2% | $6,400+88.7% |
| Admin fee / account holder | $1,825 | $11,571-84.2% | $10,010-81.8% | $11,426-84.0% |