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 | $180,238 | $138,044+30.6% | $125,339+43.8% | $134,475+34.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.41% | 750.33%-783.7pp | 572.05%-605.5pp | 417.96%-451.4pp |
| Employer contribution / active EE | $7,249 | $5,243+38.3% | $4,814+50.6% | $4,740+52.9% |
| Participant deferral / active EE | $13,348 | $7,799+71.2% | $7,446+79.3% | $6,400+108.6% |
| Admin fee / account holder | $1,362 | $11,571-88.2% | $10,010-86.4% | $11,426-88.1% |