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 | $154,105 | $92,703+66.2% | $82,719+86.3% | $134,475+14.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -22.82% | 944.92%-967.7pp | 701.18%-724.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $7,502 | $3,274+129.2% | $3,009+149.3% | $4,740+58.3% |
| Participant deferral / active EE | $5,329 | $4,802+11.0% | $4,395+21.3% | $6,400-16.7% |
| Admin fee / account holder | $2,031 | $5,983-66.0% | $5,329-61.9% | $11,426-82.2% |