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 6-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 | $103,456 | $92,703+11.6% | $82,719+25.1% | $134,475-23.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -41.91% | 944.92%-986.8pp | 701.18%-743.1pp | 417.96%-459.9pp |
| Employer contribution / active EE | $29,400 | $3,274+798.0% | $3,009+877.1% | $4,740+520.3% |
| Participant deferral / active EE | $19,500 | $4,802+306.1% | $4,395+343.7% | $6,400+204.7% |
| Admin fee / account holder | $779 | $5,983-87.0% | $5,329-85.4% | $11,426-93.2% |