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 | $87,052 | $92,703-6.1% | $82,719+5.2% | $134,475-35.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.79% | 944.92%-968.7pp | 701.18%-725.0pp | 417.96%-441.7pp |
| Employer contribution / active EE | $810 | $3,274-75.2% | $3,009-73.1% | $4,740-82.9% |
| Participant deferral / active EE | $7,061 | $4,802+47.0% | $4,395+60.7% | $6,400+10.3% |
| Admin fee / account holder | $685 | $5,983-88.6% | $5,329-87.1% | $11,426-94.0% |