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 | $184,690 | $92,703+99.2% | $82,719+123.3% | $134,475+37.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.21% | 944.92%-967.1pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,567 | $3,274-21.6% | $3,009-14.7% | $4,740-45.9% |
| Participant deferral / active EE | $7,408 | $4,802+54.3% | $4,395+68.6% | $6,400+15.8% |
| Admin fee / account holder | $8,064 | $5,983+34.8% | $5,329+51.3% | $11,426-29.4% |