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 | $169,260 | $160,055+5.8% | $140,016+20.9% | $135,375+25.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.10% | 911.38%-922.5pp | 651.12%-662.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $7,533 | $6,420+17.3% | $5,606+34.4% | $4,779+57.6% |
| Participant deferral / active EE | $11,438 | $7,642+49.7% | $6,927+65.1% | $5,609+103.9% |
| Admin fee / account holder | $340 | $13,328-97.5% | $10,705-96.8% | $10,827-96.9% |