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 | $186,850 | $92,703+101.6% | $82,719+125.9% | $134,475+38.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.23% | 944.92%-968.2pp | 701.18%-724.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $7,872 | $3,274+140.5% | $3,009+161.6% | $4,740+66.1% |
| Participant deferral / active EE | $10,032 | $4,802+108.9% | $4,395+128.3% | $6,400+56.8% |
| Admin fee / account holder | $1,602 | $5,983-73.2% | $5,329-69.9% | $11,426-86.0% |