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 | $176,751 | $138,044+28.0% | $125,339+41.0% | $134,475+31.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.03% | 750.33%-773.4pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $18,994 | $5,243+262.2% | $4,814+294.6% | $4,740+300.7% |
| Participant deferral / active EE | $5,749 | $7,799-26.3% | $7,446-22.8% | $6,400-10.2% |
| Admin fee / account holder | $7,383 | $11,571-36.2% | $10,010-26.2% | $11,426-35.4% |