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 | $114,181 | $92,703+23.2% | $82,719+38.0% | $134,475-15.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -23.86% | 944.92%-968.8pp | 701.18%-725.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,156 | $3,274-64.7% | $3,009-61.6% | $4,740-75.6% |
| Participant deferral / active EE | $4,626 | $4,802-3.7% | $4,395+5.3% | $6,400-27.7% |
| Admin fee / account holder | $111,312 | $5,983+1760.6% | $5,329+1988.8% | $11,426+874.2% |