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 | $94,604 | $102,604-7.8% | $86,188+9.8% | $139,434-32.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -4.92% | 1922.51%-1927.4pp | 1168.45%-1173.4pp | 372.94%-377.9pp |
| Employer contribution / active EE | $7,758 | $3,032+155.8% | $2,380+225.9% | $4,751+63.3% |
| Participant deferral / active EE | $7,771 | $4,676+66.2% | $3,985+95.0% | $6,710+15.8% |
| Admin fee / account holder | $615 | $8,657-92.9% | $6,852-91.0% | $11,403-94.6% |