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 | $104,072 | $92,703+12.3% | $82,719+25.8% | $134,475-22.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.04% | 944.92%-968.0pp | 701.18%-724.2pp | 417.96%-441.0pp |
| Employer contribution / active EE | $4,600 | $3,274+40.5% | $3,009+52.9% | $4,740-2.9% |
| Participant deferral / active EE | $7,710 | $4,802+60.6% | $4,395+75.4% | $6,400+20.5% |
| Admin fee / account holder | $3,239 | $5,983-45.9% | $5,329-39.2% | $11,426-71.7% |