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 | $176,730 | $96,635+82.9% | $86,612+104.0% | $139,434+26.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -2.05% | 106.41%-108.5pp | 591.07%-593.1pp | 372.94%-375.0pp |
| Employer contribution / active EE | $6,039 | $3,263+85.1% | $3,022+99.8% | $4,751+27.1% |
| Participant deferral / active EE | $2,243 | $4,836-53.6% | $4,438-49.5% | $6,710-66.6% |
| Admin fee / account holder | $9,385 | $6,408+46.5% | $5,614+67.2% | $11,403-17.7% |