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 | $154,922 | $92,703+67.1% | $82,719+87.3% | $134,475+15.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.19% | 944.92%-967.1pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $3,440 | $3,274+5.1% | $3,009+14.3% | $4,740-27.4% |
| Participant deferral / active EE | $20,500 | $4,802+326.9% | $4,395+366.4% | $6,400+220.3% |
| Admin fee / account holder | $4,150 | $5,983-30.6% | $5,329-22.1% | $11,426-63.7% |