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 | $111,801 | $92,703+20.6% | $82,719+35.2% | $134,475-16.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -29.38% | 944.92%-974.3pp | 701.18%-730.6pp | 417.96%-447.3pp |
| Employer contribution / active EE | $12,739 | $3,274+289.1% | $3,009+323.4% | $4,740+168.8% |
| Participant deferral / active EE | $14,777 | $4,802+207.7% | $4,395+236.2% | $6,400+130.9% |
| Admin fee / account holder | $457 | $5,983-92.4% | $5,329-91.4% | $11,426-96.0% |