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 | $190,153 | $92,703+105.1% | $82,719+129.9% | $134,475+41.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -47.70% | 944.92%-992.6pp | 701.18%-748.9pp | 417.96%-465.7pp |
| Employer contribution / active EE | $1,864 | $3,274-43.1% | $3,009-38.0% | $4,740-60.7% |
| Participant deferral / active EE | $6,090 | $4,802+26.8% | $4,395+38.6% | $6,400-4.8% |
| Admin fee / account holder | $2,057 | $5,983-65.6% | $5,329-61.4% | $11,426-82.0% |