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 | $95,709 | $88,594+8.0% | $70,092+36.5% | $134,475-28.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -27.41% | 442.67%-470.1pp | 190.73%-218.1pp | 417.96%-445.4pp |
| Employer contribution / active EE | $17,445 | $3,233+439.6% | $2,559+581.8% | $4,740+268.1% |
| Participant deferral / active EE | $11,487 | $4,772+140.7% | $3,849+198.5% | $6,400+79.5% |
| Admin fee / account holder | $2,517 | $10,441-75.9% | $6,267-59.8% | $11,426-78.0% |