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 | $105,271 | $92,703+13.6% | $82,719+27.3% | $134,475-21.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -21.42% | 944.92%-966.3pp | 701.18%-722.6pp | 417.96%-439.4pp |
| Employer contribution / active EE | $4,224 | $3,274+29.0% | $3,009+40.4% | $4,740-10.9% |
| Participant deferral / active EE | $6,202 | $4,802+29.1% | $4,395+41.1% | $6,400-3.1% |
| Admin fee / account holder | $5,231 | $5,983-12.6% | $5,329-1.8% | $11,426-54.2% |