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 | $199,916 | $96,635+106.9% | $86,612+130.8% | $139,434+43.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -14.74% | 106.41%-121.2pp | 591.07%-605.8pp | 372.94%-387.7pp |
| Employer contribution / active EE | $5,287 | $3,263+62.0% | $3,022+74.9% | $4,751+11.3% |
| Participant deferral / active EE | $8,695 | $4,836+79.8% | $4,438+95.9% | $6,710+29.6% |
| Admin fee / account holder | $2,321 | $6,408-63.8% | $5,614-58.7% | $11,403-79.6% |