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 | $203,233 | $138,044+47.2% | $125,339+62.1% | $134,475+51.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.98% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $4,734 | $5,243-9.7% | $4,814-1.7% | $4,740-0.1% |
| Participant deferral / active EE | $11,953 | $7,799+53.3% | $7,446+60.5% | $6,400+86.8% |
| Admin fee / account holder | $9,934 | $11,571-14.1% | $10,010-0.8% | $11,426-13.1% |