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 8-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 | $188,030 | $92,703+102.8% | $82,719+127.3% | $134,475+39.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.20% | 944.92%-973.1pp | 701.18%-729.4pp | 417.96%-446.2pp |
| Employer contribution / active EE | $15,245 | $3,274+365.7% | $3,009+406.7% | $4,740+221.6% |
| Participant deferral / active EE | $10,800 | $4,802+124.9% | $4,395+145.7% | $6,400+68.8% |
| Admin fee / account holder | $6,166 | $5,983+3.1% | $5,329+15.7% | $11,426-46.0% |