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 | $104,901 | $96,635+8.6% | $86,612+21.1% | $139,434-24.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -31.18% | 106.41%-137.6pp | 591.07%-622.2pp | 372.94%-404.1pp |
| Employer contribution / active EE | $6,321 | $3,263+93.7% | $3,022+109.1% | $4,751+33.1% |
| Participant deferral / active EE | $7,346 | $4,836+51.9% | $4,438+65.5% | $6,710+9.5% |
| Admin fee / account holder | $63,366 | $6,408+888.9% | $5,614+1028.7% | $11,403+455.7% |