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 | $227,159 | $180,449+25.9% | $154,107+47.4% | $135,375+67.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.17% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $7,047 | $6,035+16.8% | $5,298+33.0% | $4,779+47.5% |
| Participant deferral / active EE | $4,445 | $5,806-23.4% | $5,081-12.5% | $5,609-20.7% |
| Admin fee / account holder | $25,525 | $16,143+58.1% | $13,411+90.3% | $10,827+135.8% |