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 | $202,980 | $138,044+47.0% | $125,339+61.9% | $134,475+50.9% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -20.71% | 750.33%-771.0pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,135 | $5,243-21.1% | $4,814-14.1% | $4,740-12.8% |
| Participant deferral / active EE | $14,444 | $7,799+85.2% | $7,446+94.0% | $6,400+125.7% |
| Admin fee / account holder | $2,675 | $11,571-76.9% | $10,010-73.3% | $11,426-76.6% |