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 | $161,778 | $150,440+7.5% | $136,294+18.7% | $147,584+9.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -26.55% | 1049.08%-1075.6pp | 5155.94%-5182.5pp | 578.55%-605.1pp |
| Employer contribution / active EE | $3,709 | $5,256-29.4% | $4,695-21.0% | $4,876-23.9% |
| Participant deferral / active EE | $10,864 | $6,630+63.8% | $6,247+73.9% | $5,439+99.8% |
| Admin fee / account holder | $79,292 | $10,905+627.1% | $9,243+757.8% | $10,885+628.4% |