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 | $237,825 | $138,044+72.3% | $125,339+89.7% | $134,475+76.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.54% | 750.33%-775.9pp | 572.05%-597.6pp | 417.96%-443.5pp |
| Employer contribution / active EE | $27,941 | $5,243+432.9% | $4,814+480.5% | $4,740+489.5% |
| Participant deferral / active EE | $15,646 | $7,799+100.6% | $7,446+110.1% | $6,400+144.5% |
| Admin fee / account holder | $18,426 | $11,571+59.2% | $10,010+84.1% | $11,426+61.3% |