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 | $214,014 | $92,703+130.9% | $82,719+158.7% | $134,475+59.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.39% | 944.92%-970.3pp | 701.18%-726.6pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,388 | $3,274-57.6% | $3,009-53.9% | $4,740-70.7% |
| Participant deferral / active EE | $2,775 | $4,802-42.2% | $4,395-36.9% | $6,400-56.6% |
| Admin fee / account holder | $1,112 | $5,983-81.4% | $5,329-79.1% | $11,426-90.3% |