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 | $78,080 | $92,703-15.8% | $82,719-5.6% | $134,475-41.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.42% | 944.92%-973.3pp | 701.18%-729.6pp | 417.96%-446.4pp |
| Employer contribution / active EE | $2,784 | $3,274-15.0% | $3,009-7.5% | $4,740-41.3% |
| Participant deferral / active EE | $12,387 | $4,802+158.0% | $4,395+181.9% | $6,400+93.6% |
| Admin fee / account holder | $1,248 | $5,983-79.1% | $5,329-76.6% | $11,426-89.1% |