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 | $79,432 | $67,331+18.0% | $60,874+30.5% | $134,475-40.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.80% | 49.93%-72.7pp | 16.90%-39.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $9,282 | $3,096+199.8% | $2,701+243.6% | $4,740+95.8% |
| Participant deferral / active EE | $2,677 | $4,538-41.0% | $3,817-29.9% | $6,400-58.2% |
| Admin fee / account holder | $372 | $4,582-91.9% | $3,224-88.5% | $11,426-96.7% |