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 | $177,455 | $159,934+11.0% | $147,005+20.7% | $145,959+21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -12.95% | 98.24%-111.2pp | 418.76%-431.7pp | 561.95%-574.9pp |
| Employer contribution / active EE | $6,103 | $5,287+15.4% | $4,934+23.7% | $4,661+30.9% |
| Participant deferral / active EE | $11,797 | $8,427+40.0% | $8,070+46.2% | $6,689+76.4% |
| Admin fee / account holder | $123,377 | $15,053+719.6% | $13,006+848.6% | $13,398+820.9% |