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 | $182,404 | $138,044+32.1% | $125,339+45.5% | $134,475+35.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.07% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $8,212 | $5,243+56.6% | $4,814+70.6% | $4,740+73.3% |
| Participant deferral / active EE | $3,893 | $7,799-50.1% | $7,446-47.7% | $6,400-39.2% |
| Admin fee / account holder | $1,728 | $11,571-85.1% | $10,010-82.7% | $11,426-84.9% |