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 | $107,806 | $92,703+16.3% | $82,719+30.3% | $134,475-19.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.09% | 944.92%-966.0pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $4,356 | $3,274+33.0% | $3,009+44.8% | $4,740-8.1% |
| Participant deferral / active EE | $9,257 | $4,802+92.8% | $4,395+110.6% | $6,400+44.6% |
| Admin fee / account holder | $24,634 | $5,983+311.8% | $5,329+362.3% | $11,426+115.6% |