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 | $184,224 | $92,703+98.7% | $82,719+122.7% | $134,475+37.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.87% | 944.92%-966.8pp | 701.18%-723.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $7,678 | $3,274+134.5% | $3,009+155.2% | $4,740+62.0% |
| Participant deferral / active EE | $6,216 | $4,802+29.5% | $4,395+41.4% | $6,400-2.9% |
| Admin fee / account holder | $34,411 | $5,983+475.2% | $5,329+545.7% | $11,426+201.2% |