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 | $218,505 | $138,044+58.3% | $125,339+74.3% | $134,475+62.5% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -21.54% | 750.33%-771.9pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $5,081 | $5,243-3.1% | $4,814+5.5% | $4,740+7.2% |
| Participant deferral / active EE | $8,746 | $7,799+12.1% | $7,446+17.5% | $6,400+36.7% |
| Admin fee / account holder | $2,642 | $11,571-77.2% | $10,010-73.6% | $11,426-76.9% |