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 | $189,324 | $138,044+37.1% | $125,339+51.1% | $134,475+40.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -44.90% | 750.33%-795.2pp | 572.05%-617.0pp | 417.96%-462.9pp |
| Employer contribution / active EE | $12,975 | $5,243+147.5% | $4,814+169.5% | $4,740+173.7% |
| Participant deferral / active EE | $6,449 | $7,799-17.3% | $7,446-13.4% | $6,400+0.8% |
| Admin fee / account holder | $95,781 | $11,571+727.8% | $10,010+856.9% | $11,426+738.3% |