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 | $139,429 | $92,703+50.4% | $82,719+68.6% | $134,475+3.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -21.19% | 944.92%-966.1pp | 701.18%-722.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $12,733 | $3,274+288.9% | $3,009+323.2% | $4,740+168.7% |
| Participant deferral / active EE | $8,447 | $4,802+75.9% | $4,395+92.2% | $6,400+32.0% |
| Admin fee / account holder | $15,542 | $5,983+159.8% | $5,329+191.7% | $11,426+36.0% |