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 | $209,867 | $138,044+52.0% | $125,339+67.4% | $134,475+56.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.44% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,068 | $5,243-79.6% | $4,814-77.8% | $4,740-77.5% |
| Participant deferral / active EE | $7,763 | $7,799-0.5% | $7,446+4.3% | $6,400+21.3% |
| Admin fee / account holder | $5,900 | $11,571-49.0% | $10,010-41.1% | $11,426-48.4% |