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 | $220,682 | $99,640+121.5% | $86,436+155.3% | $134,475+64.1% |
| Participation rate | 95.7% | 82.0%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -22.83% | 6782.58%-6805.4pp | 4394.89%-4417.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $3,402 | $4,400-22.7% | $3,769-9.7% | $4,740-28.2% |
| Participant deferral / active EE | $9,134 | $7,246+26.1% | $6,952+31.4% | $6,400+42.7% |
| Admin fee / account holder | $4,419 | $8,371-47.2% | $6,731-34.4% | $11,426-61.3% |