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 | $238,520 | $135,635+75.9% | $110,238+116.4% | $135,375+76.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.66% | 513.19%-523.8pp | 314.74%-325.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $20,356 | $4,906+314.9% | $3,826+432.0% | $4,779+326.0% |
| Participant deferral / active EE | $7,331 | $5,506+33.1% | $4,672+56.9% | $5,609+30.7% |
| Admin fee / account holder | $1,680 | $11,457-85.3% | $8,547-80.3% | $10,827-84.5% |