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 | $189,102 | $160,055+18.1% | $140,016+35.1% | $135,375+39.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.70% | 911.38%-921.1pp | 651.12%-660.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $11,848 | $6,420+84.5% | $5,606+111.4% | $4,779+147.9% |
| Participant deferral / active EE | $18,590 | $7,642+143.3% | $6,927+168.4% | $5,609+231.5% |
| Admin fee / account holder | $1,618 | $13,328-87.9% | $10,705-84.9% | $10,827-85.1% |