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 | $180,341 | $138,044+30.6% | $125,339+43.9% | $134,475+34.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.26% | 750.33%-785.6pp | 572.05%-607.3pp | 417.96%-453.2pp |
| Employer contribution / active EE | $27,810 | $5,243+430.4% | $4,814+477.7% | $4,740+486.7% |
| Participant deferral / active EE | $11,000 | $7,799+41.0% | $7,446+47.7% | $6,400+71.9% |
| Admin fee / account holder | $1,008 | $11,571-91.3% | $10,010-89.9% | $11,426-91.2% |