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 | $189,237 | $160,055+18.2% | $140,016+35.2% | $135,375+39.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.71% | 911.38%-922.1pp | 651.12%-661.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $10,217 | $6,420+59.1% | $5,606+82.3% | $4,779+113.8% |
| Participant deferral / active EE | $10,670 | $7,642+39.6% | $6,927+54.0% | $5,609+90.2% |
| Admin fee / account holder | $6,320 | $13,328-52.6% | $10,705-41.0% | $10,827-41.6% |