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 | $192,811 | $160,055+20.5% | $140,016+37.7% | $135,375+42.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.07% | 911.38%-921.4pp | 651.12%-661.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $6,564 | $6,420+2.2% | $5,606+17.1% | $4,779+37.4% |
| Participant deferral / active EE | $11,327 | $7,642+48.2% | $6,927+63.5% | $5,609+101.9% |
| Admin fee / account holder | $28,014 | $13,328+110.2% | $10,705+161.7% | $10,827+158.7% |