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 | $204,617 | $92,703+120.7% | $82,719+147.4% | $134,475+52.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -22.16% | 944.92%-967.1pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $7,687 | $3,274+134.8% | $3,009+155.5% | $4,740+62.2% |
| Participant deferral / active EE | $7,774 | $4,802+61.9% | $4,395+76.9% | $6,400+21.5% |
| Admin fee / account holder | $2,590 | $5,983-56.7% | $5,329-51.4% | $11,426-77.3% |