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 | $225,491 | $180,449+25.0% | $154,107+46.3% | $135,375+66.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.11% | 888.09%-898.2pp | 735.12%-745.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $5,373 | $6,035-11.0% | $5,298+1.4% | $4,779+12.4% |
| Participant deferral / active EE | $8,189 | $5,806+41.0% | $5,081+61.2% | $5,609+46.0% |
| Admin fee / account holder | $29,999 | $16,143+85.8% | $13,411+123.7% | $10,827+177.1% |