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 | $100,666 | $92,703+8.6% | $82,719+21.7% | $134,475-25.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.29% | 944.92%-968.2pp | 701.18%-724.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $6,334 | $3,274+93.5% | $3,009+110.5% | $4,740+33.6% |
| Participant deferral / active EE | $15,042 | $4,802+213.2% | $4,395+242.3% | $6,400+135.0% |
| Admin fee / account holder | $34,106 | $5,983+470.1% | $5,329+540.0% | $11,426+198.5% |