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 | $145,452 | $138,044+5.4% | $125,339+16.0% | $134,475+8.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -43.59% | 750.33%-793.9pp | 572.05%-615.6pp | 417.96%-461.6pp |
| Employer contribution / active EE | $34,927 | $5,243+566.1% | $4,814+625.6% | $4,740+636.9% |
| Participant deferral / active EE | $18,267 | $7,799+134.2% | $7,446+145.3% | $6,400+185.4% |
| Admin fee / account holder | $2,307 | $11,571-80.1% | $10,010-76.9% | $11,426-79.8% |