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 | $99,206 | $56,199+76.5% | $67,652+46.6% | $59,632+66.4% |
| Participation rate | 98.2% | 71.5%+26.7pp | 75.7%+22.5pp | 68.7%+29.5pp |
| Annual return | -5.25% | 18505.31%-18510.6pp | 6625.04%-6630.3pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $6,344 | $1,614+293.0% | $2,266+180.0% | $2,203+188.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,929 | $3,958-26.0% | $4,821-39.2% | $4,297-31.8% |