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 | $85,429 | $82,630+3.4% | $64,105+33.3% | $125,391-31.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.39% | 1489.72%-1494.1pp | 791.24%-795.6pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,820 | $2,671+5.6% | $1,820+54.9% | $4,866-42.0% |
| Participant deferral / active EE | $5,482 | $3,608+51.9% | $2,822+94.3% | $5,352+2.4% |
| Admin fee / account holder | $8,537 | $6,382+33.8% | $4,499+89.7% | $9,540-10.5% |