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 | $86,381 | $92,703-6.8% | $82,719+4.4% | $134,475-35.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.36% | 944.92%-969.3pp | 701.18%-725.5pp | 417.96%-442.3pp |
| Employer contribution / active EE | $23,780 | $3,274+626.4% | $3,009+690.3% | $4,740+401.7% |
| Participant deferral / active EE | $2,188 | $4,802-54.4% | $4,395-50.2% | $6,400-65.8% |
| Admin fee / account holder | $29,418 | $5,983+391.7% | $5,329+452.0% | $11,426+157.5% |