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 | $176,752 | $160,055+10.4% | $140,016+26.2% | $135,375+30.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.63% | 911.38%-923.0pp | 651.12%-662.7pp | 519.73%-531.4pp |
| Employer contribution / active EE | $8,402 | $6,420+30.9% | $5,606+49.9% | $4,779+75.8% |
| Participant deferral / active EE | $9,346 | $7,642+22.3% | $6,927+34.9% | $5,609+66.6% |
| Admin fee / account holder | $125,507 | $13,328+841.7% | $10,705+1072.4% | $10,827+1059.2% |