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 | $119,020 | $92,703+28.4% | $82,719+43.9% | $134,475-11.5% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -22.22% | 944.92%-967.1pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $4,533 | $3,274+38.5% | $3,009+50.6% | $4,740-4.4% |
| Participant deferral / active EE | $10,996 | $4,802+129.0% | $4,395+150.2% | $6,400+71.8% |
| Admin fee / account holder | $10,304 | $5,983+72.2% | $5,329+93.4% | $11,426-9.8% |