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 | $214,988 | $138,044+55.7% | $125,339+71.5% | $134,475+59.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.20% | 750.33%-774.5pp | 572.05%-596.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $3,700 | $5,243-29.4% | $4,814-23.1% | $4,740-21.9% |
| Participant deferral / active EE | $11,200 | $7,799+43.6% | $7,446+50.4% | $6,400+75.0% |
| Admin fee / account holder | $2,964 | $11,571-74.4% | $10,010-70.4% | $11,426-74.1% |