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 | $244,593 | $138,044+77.2% | $125,339+95.1% | $134,475+81.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.31% | 750.33%-772.6pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $24,778 | $5,243+372.6% | $4,814+414.7% | $4,740+422.8% |
| Participant deferral / active EE | $17,513 | $7,799+124.6% | $7,446+135.2% | $6,400+173.7% |
| Admin fee / account holder | $399 | $11,571-96.6% | $10,010-96.0% | $11,426-96.5% |