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 | $106,740 | $92,703+15.1% | $82,719+29.0% | $134,475-20.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.06% | 944.92%-967.0pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,160 | $3,274-64.6% | $3,009-61.4% | $4,740-75.5% |
| Participant deferral / active EE | $2,520 | $4,802-47.5% | $4,395-42.7% | $6,400-60.6% |
| Admin fee / account holder | $21,707 | $5,983+262.8% | $5,329+307.3% | $11,426+90.0% |