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 | $238,256 | $190,805+24.9% | $159,960+48.9% | $134,475+77.2% |
| Participation rate | 93.3% | 81.9%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -22.42% | 552.23%-574.7pp | 408.60%-431.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,824 | $4,995-43.5% | $4,226-33.2% | $4,740-40.4% |
| Participant deferral / active EE | $8,492 | $6,923+22.7% | $6,182+37.4% | $6,400+32.7% |
| Admin fee / account holder | $4,928 | $10,471-52.9% | $8,698-43.3% | $11,426-56.9% |