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 | $188,628 | $88,594+112.9% | $70,092+169.1% | $134,475+40.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -23.38% | 442.67%-466.0pp | 190.73%-214.1pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,749 | $3,233+16.0% | $2,559+46.5% | $4,740-20.9% |
| Participant deferral / active EE | $14,558 | $4,772+205.1% | $3,849+278.3% | $6,400+127.5% |
| Admin fee / account holder | $9,553 | $10,441-8.5% | $6,267+52.4% | $11,426-16.4% |