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 | $156,395 | $171,865-9.0% | $149,718+4.5% | $147,584+6.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -6.05% | 2113.22%-2119.3pp | 1501.63%-1507.7pp | 578.55%-584.6pp |
| Employer contribution / active EE | $26,338 | $6,275+319.7% | $5,445+383.7% | $4,876+440.1% |
| Participant deferral / active EE | $7,280 | $7,271+0.1% | $6,569+10.8% | $5,439+33.9% |
| Admin fee / account holder | $15,769 | $13,799+14.3% | $11,283+39.8% | $10,885+44.9% |