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 | $121,648 | $92,703+31.2% | $82,719+47.1% | $134,475-9.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.95% | 944.92%-970.9pp | 701.18%-727.1pp | 417.96%-443.9pp |
| Employer contribution / active EE | $3,416 | $3,274+4.3% | $3,009+13.5% | $4,740-27.9% |
| Participant deferral / active EE | $9,634 | $4,802+100.6% | $4,395+119.2% | $6,400+50.5% |
| Admin fee / account holder | $2,691 | $5,983-55.0% | $5,329-49.5% | $11,426-76.4% |