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 | $86,476 | $57,281+51.0% | $86,612-0.2% | $75,163+15.1% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | -8.73% | 2670.75%-2679.5pp | 591.07%-599.8pp | 160.62%-169.3pp |
| Employer contribution / active EE | $11,494 | $2,314+396.6% | $3,022+280.3% | $2,670+330.5% |
| Participant deferral / active EE | $6,013 | $3,318+81.2% | $4,438+35.5% | $4,125+45.8% |
| Admin fee / account holder | $652 | $4,112-84.1% | $5,614-88.4% | $5,651-88.5% |