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 | $127,211 | $100,773+26.2% | $88,946+43.0% | $142,382-10.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -30.94% | 70.18%-101.1pp | 57.82%-88.8pp | 217.08%-248.0pp |
| Employer contribution / active EE | $2,231 | $2,918-23.5% | $2,555-12.7% | $4,299-48.1% |
| Participant deferral / active EE | $1,437 | $5,230-72.5% | $4,581-68.6% | $6,507-77.9% |
| Admin fee / account holder | $24,598 | $9,693+153.8% | $8,261+197.8% | $12,624+94.9% |