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 | $33,278 | $90,600-63.3% | $79,464-58.1% | $135,375-75.4% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -59.51% | 977.43%-1036.9pp | 718.14%-777.7pp | 519.73%-579.2pp |
| Employer contribution / active EE | $9,404 | $3,068+206.5% | $2,800+235.8% | $4,779+96.8% |
| Participant deferral / active EE | $6,557 | $4,050+61.9% | $3,704+77.0% | $5,609+16.9% |
| Admin fee / account holder | $8,607 | $5,907+45.7% | $5,113+68.3% | $10,827-20.5% |