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 8-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 | $142,778 | $92,703+54.0% | $82,719+72.6% | $134,475+6.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.71% | 944.92%-968.6pp | 701.18%-724.9pp | 417.96%-441.7pp |
| Employer contribution / active EE | $22,773 | $3,274+595.6% | $3,009+656.8% | $4,740+380.5% |
| Participant deferral / active EE | $10,250 | $4,802+113.5% | $4,395+133.2% | $6,400+60.2% |
| Admin fee / account holder | $12,552 | $5,983+109.8% | $5,329+135.6% | $11,426+9.9% |