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 | $163,572 | $83,902+95.0% | $167,512-2.4% | $84,808+92.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | -44.02% | 91.55%-135.6pp | 1615.79%-1659.8pp | 40.90%-84.9pp |
| Employer contribution / active EE | $10,524 | $2,264+364.9% | $3,882+171.1% | $2,631+300.0% |
| Participant deferral / active EE | $11,055 | $4,442+148.9% | $6,405+72.6% | $4,212+162.5% |
| Admin fee / account holder | $1,310 | $7,915-83.5% | $9,769-86.6% | $7,344-82.2% |