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 | $212,394 | $123,909+71.4% | $69,647+205.0% | $145,922+45.6% |
| Participation rate | 91.7% | 69.2%+22.5pp | 66.5%+25.2pp | 80.3%+11.4pp |
| Annual return | -7.77% | 190.55%-198.3pp | 100.48%-108.3pp | 561.29%-569.1pp |
| Employer contribution / active EE | $31,547 | $2,682+1076.4% | $1,712+1742.2% | $4,660+577.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $8,729 | $7,863+11.0% | $4,713+85.2% | $13,397-34.8% |