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 | $230,597 | $92,703+148.7% | $82,719+178.8% | $134,475+71.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.27% | 944.92%-967.2pp | 701.18%-723.5pp | 417.96%-440.2pp |
| Employer contribution / active EE | $14,457 | $3,274+341.6% | $3,009+380.5% | $4,740+205.0% |
| Participant deferral / active EE | $21,898 | $4,802+356.0% | $4,395+398.3% | $6,400+242.2% |
| Admin fee / account holder | $1,907 | $5,983-68.1% | $5,329-64.2% | $11,426-83.3% |