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 | $198,387 | $160,055+23.9% | $140,016+41.7% | $135,375+46.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.94% | 911.38%-922.3pp | 651.12%-662.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $16,466 | $6,420+156.5% | $5,606+193.7% | $4,779+244.6% |
| Participant deferral / active EE | $16,636 | $7,642+117.7% | $6,927+140.2% | $5,609+196.6% |
| Admin fee / account holder | $1,263 | $13,328-90.5% | $10,705-88.2% | $10,827-88.3% |