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 | $230,325 | $97,757+135.6% | $83,848+174.7% | $135,375+70.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.61% | 1287.37%-1298.0pp | 850.88%-861.5pp | 519.73%-530.3pp |
| Employer contribution / active EE | $24,385 | $4,222+477.6% | $3,631+571.6% | $4,779+410.3% |
| Participant deferral / active EE | $15,638 | $4,682+234.0% | $4,082+283.1% | $5,609+178.8% |
| Admin fee / account holder | $58,898 | $6,674+782.5% | $5,478+975.1% | $10,827+444.0% |