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 | $168,103 | $92,703+81.3% | $82,719+103.2% | $134,475+25.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.38% | 944.92%-968.3pp | 701.18%-724.6pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,509 | $3,274+7.2% | $3,009+16.6% | $4,740-26.0% |
| Participant deferral / active EE | $11,298 | $4,802+135.3% | $4,395+157.1% | $6,400+76.5% |
| Admin fee / account holder | $6,781 | $5,983+13.3% | $5,329+27.3% | $11,426-40.7% |