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 | $168,016 | $106,543+57.7% | $91,220+84.2% | $134,475+24.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -25.32% | 160.60%-185.9pp | 114.01%-139.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $4,017 | $3,331+20.6% | $2,850+40.9% | $4,740-15.2% |
| Participant deferral / active EE | $8,507 | $4,719+80.3% | $4,234+100.9% | $6,400+32.9% |
| Admin fee / account holder | $871 | $6,231-86.0% | $5,420-83.9% | $11,426-92.4% |