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 | $177,665 | $138,044+28.7% | $125,339+41.7% | $134,475+32.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.46% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,615 | $5,243-50.1% | $4,814-45.7% | $4,740-44.8% |
| Participant deferral / active EE | $3,815 | $7,799-51.1% | $7,446-48.8% | $6,400-40.4% |
| Admin fee / account holder | $1,621 | $11,571-86.0% | $10,010-83.8% | $11,426-85.8% |