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 | $227,815 | $160,055+42.3% | $140,016+62.7% | $135,375+68.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.81% | 911.38%-922.2pp | 651.12%-661.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $21,301 | $6,420+231.8% | $5,606+280.0% | $4,779+345.7% |
| Participant deferral / active EE | $16,151 | $7,642+111.4% | $6,927+133.2% | $5,609+188.0% |
| Admin fee / account holder | $16,810 | $13,328+26.1% | $10,705+57.0% | $10,827+55.3% |