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 | $100,149 | $58,927+70.0% | $76,817+30.4% | $72,985+37.2% |
| Participation rate | 98.3% | 67.3%+30.9pp | 72.1%+26.2pp | 69.5%+28.8pp |
| Annual return | -2.79% | 2305.64%-2308.4pp | 1166.11%-1168.9pp | 81.00%-83.8pp |
| Employer contribution / active EE | $10,375 | $1,787+480.7% | $2,302+350.7% | $2,440+325.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,445 | $4,013+10.8% | $6,420-30.8% | $5,124-13.3% |