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 8-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 | $187,995 | $92,703+102.8% | $82,719+127.3% | $134,475+39.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.50% | 944.92%-967.4pp | 701.18%-723.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $79,047 | $3,274+2314.5% | $3,009+2527.1% | $4,740+1567.8% |
| Participant deferral / active EE | $27,803 | $4,802+479.0% | $4,395+532.6% | $6,400+334.4% |
| Admin fee / account holder | $55,384 | $5,983+825.8% | $5,329+939.3% | $11,426+384.7% |