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 | $52,807 | $97,757-46.0% | $83,848-37.0% | $135,375-61.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.53% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,349 | $4,222-20.7% | $3,631-7.8% | $4,779-29.9% |
| Participant deferral / active EE | $7,483 | $4,682+59.8% | $4,082+83.3% | $5,609+33.4% |
| Admin fee / account holder | $1,835 | $6,674-72.5% | $5,478-66.5% | $10,827-83.0% |