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 | $237,412 | $138,044+72.0% | $125,339+89.4% | $134,475+76.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -22.17% | 750.33%-772.5pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,108 | $5,243-78.9% | $4,814-77.0% | $4,740-76.6% |
| Participant deferral / active EE | $10,860 | $7,799+39.2% | $7,446+45.8% | $6,400+69.7% |
| Admin fee / account holder | $11,332 | $11,571-2.1% | $10,010+13.2% | $11,426-0.8% |