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 | $229,145 | $135,635+68.9% | $110,238+107.9% | $135,375+69.3% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -13.57% | 513.19%-526.8pp | 314.74%-328.3pp | 519.73%-533.3pp |
| Employer contribution / active EE | $5,844 | $4,906+19.1% | $3,826+52.7% | $4,779+22.3% |
| Participant deferral / active EE | $3,464 | $5,506-37.1% | $4,672-25.9% | $5,609-38.2% |
| Admin fee / account holder | $33,448 | $11,457+191.9% | $8,547+291.3% | $10,827+208.9% |