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 | $234,787 | $169,032+38.9% | $129,207+81.7% | $145,922+60.9% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | -8.25% | 14330.11%-14338.4pp | 9417.33%-9425.6pp | 561.29%-569.5pp |
| Employer contribution / active EE | $17,383 | $5,537+214.0% | $4,153+318.5% | $4,660+273.1% |
| Participant deferral / active EE | $6,371 | $4,987+27.7% | $4,168+52.9% | $6,688-4.7% |
| Admin fee / account holder | $81,402 | $9,954+717.7% | $7,715+955.2% | $13,397+507.6% |