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 | $187,611 | $150,440+24.7% | $136,294+37.7% | $147,584+27.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -28.06% | 1049.08%-1077.1pp | 5155.94%-5184.0pp | 578.55%-606.6pp |
| Employer contribution / active EE | $5,765 | $5,256+9.7% | $4,695+22.8% | $4,876+18.2% |
| Participant deferral / active EE | $13,264 | $6,630+100.0% | $6,247+112.3% | $5,439+143.9% |
| Admin fee / account holder | $370 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |