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 | $55,814 | $72,400-22.9% | $67,502-17.3% | $145,922-61.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -0.64% | 7182.46%-7183.1pp | 3512.12%-3512.8pp | 561.29%-561.9pp |
| Employer contribution / active EE | $6,880 | $3,069+124.1% | $2,731+151.9% | $4,660+47.6% |
| Participant deferral / active EE | $3,643 | $4,783-23.8% | $4,000-8.9% | $6,688-45.5% |
| Admin fee / account holder | $4,580 | $5,539-17.3% | $3,998+14.6% | $13,397-65.8% |