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 7-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 | $144,625 | $92,703+56.0% | $82,719+74.8% | $134,475+7.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.21% | 944.92%-971.1pp | 701.18%-727.4pp | 417.96%-444.2pp |
| Employer contribution / active EE | $2,213 | $3,274-32.4% | $3,009-26.5% | $4,740-53.3% |
| Participant deferral / active EE | $19,421 | $4,802+304.4% | $4,395+341.9% | $6,400+203.5% |
| Admin fee / account holder | $1,643 | $5,983-72.5% | $5,329-69.2% | $11,426-85.6% |