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 | $224,270 | $190,805+17.5% | $159,960+40.2% | $134,475+66.8% |
| Participation rate | 95.8% | 81.9%+13.9pp | 78.0%+17.9pp | 81.2%+14.6pp |
| Annual return | -20.56% | 552.23%-572.8pp | 408.60%-429.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,161 | $4,995-56.7% | $4,226-48.9% | $4,740-54.4% |
| Participant deferral / active EE | $7,333 | $6,923+5.9% | $6,182+18.6% | $6,400+14.6% |
| Admin fee / account holder | $5,491 | $10,471-47.6% | $8,698-36.9% | $11,426-51.9% |