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 | $97,028 | $97,757-0.7% | $83,848+15.7% | $135,375-28.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.33% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $4,024 | $4,222-4.7% | $3,631+10.8% | $4,779-15.8% |
| Participant deferral / active EE | $6,314 | $4,682+34.9% | $4,082+54.7% | $5,609+12.6% |
| Admin fee / account holder | $7,712 | $6,674+15.6% | $5,478+40.8% | $10,827-28.8% |