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 | $153,075 | $138,044+10.9% | $125,339+22.1% | $134,475+13.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.08% | 750.33%-778.4pp | 572.05%-600.1pp | 417.96%-446.0pp |
| Employer contribution / active EE | $2,559 | $5,243-51.2% | $4,814-46.8% | $4,740-46.0% |
| Participant deferral / active EE | $10,543 | $7,799+35.2% | $7,446+41.6% | $6,400+64.7% |
| Admin fee / account holder | $308 | $11,571-97.3% | $10,010-96.9% | $11,426-97.3% |