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 | $118,480 | $70,756+67.4% | $65,493+80.9% | $142,382-16.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -6.24% | 1754.89%-1761.1pp | 982.45%-988.7pp | 217.08%-223.3pp |
| Employer contribution / active EE | $2,947 | $2,881+2.3% | $2,574+14.5% | $4,299-31.5% |
| Participant deferral / active EE | $15,500 | $4,637+234.2% | $3,961+291.3% | $6,507+138.2% |
| Admin fee / account holder | $5,552,265 | $6,559+84550.6% | $5,028+110321.7% | $12,624+43882.9% |