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 | $169,593 | $180,449-6.0% | $154,107+10.0% | $135,375+25.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -26.07% | 888.09%-914.2pp | 735.12%-761.2pp | 519.73%-545.8pp |
| Employer contribution / active EE | $11,379 | $6,035+88.6% | $5,298+114.8% | $4,779+138.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,801 | $16,143-64.1% | $13,411-56.7% | $10,827-46.4% |