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 | $101,512 | $92,703+9.5% | $82,719+22.7% | $134,475-24.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.99% | 944.92%-969.9pp | 701.18%-726.2pp | 417.96%-443.0pp |
| Employer contribution / active EE | $5,132 | $3,274+56.8% | $3,009+70.6% | $4,740+8.3% |
| Participant deferral / active EE | $6,345 | $4,802+32.1% | $4,395+44.4% | $6,400-0.9% |
| Admin fee / account holder | $1,426 | $5,983-76.2% | $5,329-73.2% | $11,426-87.5% |