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 | $239,011 | $138,044+73.1% | $125,339+90.7% | $134,475+77.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.76% | 750.33%-773.1pp | 572.05%-594.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,376 | $5,243-35.6% | $4,814-29.9% | $4,740-28.8% |
| Participant deferral / active EE | $11,536 | $7,799+47.9% | $7,446+54.9% | $6,400+80.3% |
| Admin fee / account holder | $1,595 | $11,571-86.2% | $10,010-84.1% | $11,426-86.0% |