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 | $148,833 | $56,199+164.8% | $67,652+120.0% | $59,632+149.6% |
| Participation rate | 81.5% | 71.5%+10.0pp | 75.7%+5.8pp | 68.7%+12.8pp |
| Annual return | -3.97% | 18505.31%-18509.3pp | 6625.04%-6629.0pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $3,052 | $1,614+89.0% | $2,266+34.7% | $2,203+38.6% |
| Participant deferral / active EE | $6,507 | $2,844+128.8% | $3,560+82.8% | $3,192+103.9% |
| Admin fee / account holder | $3,328 | $3,958-15.9% | $4,821-31.0% | $4,297-22.5% |