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 | $99,969 | $88,594+12.8% | $70,092+42.6% | $134,475-25.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.09% | 442.67%-464.8pp | 190.73%-212.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $10,824 | $3,233+234.8% | $2,559+323.0% | $4,740+128.4% |
| Participant deferral / active EE | $8,232 | $4,772+72.5% | $3,849+113.9% | $6,400+28.6% |
| Admin fee / account holder | $748 | $10,441-92.8% | $6,267-88.1% | $11,426-93.5% |