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 7-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 | $186,130 | $92,703+100.8% | $82,719+125.0% | $134,475+38.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.10% | 944.92%-970.0pp | 701.18%-726.3pp | 417.96%-443.1pp |
| Employer contribution / active EE | $5,986 | $3,274+82.8% | $3,009+98.9% | $4,740+26.3% |
| Participant deferral / active EE | $17,690 | $4,802+268.4% | $4,395+302.5% | $6,400+176.4% |
| Admin fee / account holder | $1,704 | $5,983-71.5% | $5,329-68.0% | $11,426-85.1% |