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 | $182,210 | $138,044+32.0% | $125,339+45.4% | $134,475+35.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.79% | 750.33%-780.1pp | 572.05%-601.8pp | 417.96%-447.8pp |
| Employer contribution / active EE | $3,061 | $5,243-41.6% | $4,814-36.4% | $4,740-35.4% |
| Participant deferral / active EE | $12,244 | $7,799+57.0% | $7,446+64.4% | $6,400+91.3% |
| Admin fee / account holder | $557 | $11,571-95.2% | $10,010-94.4% | $11,426-95.1% |