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 | $246,715 | $138,044+78.7% | $125,339+96.8% | $134,475+83.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.99% | 750.33%-774.3pp | 572.05%-596.0pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,959 | $5,243-43.6% | $4,814-38.5% | $4,740-37.6% |
| Participant deferral / active EE | $9,828 | $7,799+26.0% | $7,446+32.0% | $6,400+53.6% |
| Admin fee / account holder | $18,055 | $11,571+56.0% | $10,010+80.4% | $11,426+58.0% |