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 | $113,583 | $92,703+22.5% | $82,719+37.3% | $134,475-15.5% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -21.29% | 944.92%-966.2pp | 701.18%-722.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,427 | $3,274-25.9% | $3,009-19.3% | $4,740-48.8% |
| Participant deferral / active EE | $7,156 | $4,802+49.0% | $4,395+62.8% | $6,400+11.8% |
| Admin fee / account holder | $4,263 | $5,983-28.7% | $5,329-20.0% | $11,426-62.7% |