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 | $191,421 | $88,594+116.1% | $70,092+173.1% | $134,475+42.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.99% | 442.67%-464.7pp | 190.73%-212.7pp | 417.96%-439.9pp |
| Employer contribution / active EE | $6,522 | $3,233+101.7% | $2,559+154.9% | $4,740+37.6% |
| Participant deferral / active EE | $6,010 | $4,772+25.9% | $3,849+56.1% | $6,400-6.1% |
| Admin fee / account holder | $1,779 | $10,441-83.0% | $6,267-71.6% | $11,426-84.4% |