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 8-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 | $197,042 | $160,055+23.1% | $140,016+40.7% | $135,375+45.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.54% | 911.38%-921.9pp | 651.12%-661.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $4,572 | $6,420-28.8% | $5,606-18.4% | $4,779-4.3% |
| Participant deferral / active EE | $9,020 | $7,642+18.0% | $6,927+30.2% | $5,609+60.8% |
| Admin fee / account holder | $20,693 | $13,328+55.3% | $10,705+93.3% | $10,827+91.1% |