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 | $99,652 | $92,703+7.5% | $82,719+20.5% | $134,475-25.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.13% | 944.92%-970.1pp | 701.18%-726.3pp | 417.96%-443.1pp |
| Employer contribution / active EE | $11,652 | $3,274+255.9% | $3,009+287.3% | $4,740+145.8% |
| Participant deferral / active EE | $5,532 | $4,802+15.2% | $4,395+25.9% | $6,400-13.6% |
| Admin fee / account holder | $1,161 | $5,983-80.6% | $5,329-78.2% | $11,426-89.8% |