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 | $170,894 | $90,600+88.6% | $79,464+115.1% | $135,375+26.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.33% | 977.43%-990.8pp | 718.14%-731.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $10,825 | $3,068+252.8% | $2,800+286.5% | $4,779+126.5% |
| Participant deferral / active EE | $11,698 | $4,050+188.8% | $3,704+215.8% | $5,609+108.6% |
| Admin fee / account holder | $3,821 | $5,907-35.3% | $5,113-25.3% | $10,827-64.7% |