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 | $145,491 | $107,934+34.8% | $91,989+58.2% | $152,861-4.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | -36.01% | 89.24%-125.3pp | 69.02%-105.0pp | 345.32%-381.3pp |
| Employer contribution / active EE | $2,256 | $4,210-46.4% | $3,452-34.6% | $4,762-52.6% |
| Participant deferral / active EE | $14,827 | $6,364+133.0% | $5,923+150.3% | $5,850+153.5% |
| Admin fee / account holder | $411 | $10,520-96.1% | $7,743-94.7% | $11,596-96.5% |