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 | $183,194 | $84,695+116.3% | $73,843+148.1% | $125,391+46.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.48% | 3123.53%-3128.0pp | 2267.84%-2272.3pp | 282.22%-286.7pp |
| Employer contribution / active EE | $17,356 | $3,123+455.7% | $2,787+522.6% | $4,866+256.7% |
| Participant deferral / active EE | $22,945 | $3,992+474.7% | $3,583+540.4% | $5,352+328.8% |
| Admin fee / account holder | $1,058 | $5,691-81.4% | $4,880-78.3% | $9,540-88.9% |