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 | $116,641 | $202,318-42.3% | $172,739-32.5% | $152,861-23.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.04% | 1029.65%-1029.7pp | 802.84%-802.9pp | 345.32%-345.4pp |
| Employer contribution / active EE | $1,530 | $5,856-73.9% | $5,143-70.2% | $4,762-67.9% |
| Participant deferral / active EE | $24,000 | $5,948+303.5% | $5,198+361.8% | $5,850+310.2% |
| Admin fee / account holder | $2,249 | $17,109-86.9% | $13,954-83.9% | $11,596-80.6% |