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 | $227,680 | $102,604+121.9% | $86,188+164.2% | $139,434+63.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -0.56% | 1922.51%-1923.1pp | 1168.45%-1169.0pp | 372.94%-373.5pp |
| Employer contribution / active EE | $4,475 | $3,032+47.6% | $2,380+88.0% | $4,751-5.8% |
| Participant deferral / active EE | $15,259 | $4,676+226.4% | $3,985+282.9% | $6,710+127.4% |
| Admin fee / account holder | $1,322 | $8,657-84.7% | $6,852-80.7% | $11,403-88.4% |