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 6-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 | $124,305 | $104,974+18.4% | $95,585+30.0% | $142,382-12.7% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | -25.98% | 210.33%-236.3pp | 38.56%-64.5pp | 217.08%-243.1pp |
| Employer contribution / active EE | $9,223 | $2,779+232.0% | $2,527+265.1% | $4,299+114.5% |
| Participant deferral / active EE | $19,788 | $4,352+354.7% | $4,023+391.9% | $6,507+204.1% |
| Admin fee / account holder | $5,161 | $6,386-19.2% | $6,127-15.8% | $12,624-59.1% |