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 | $184,725 | $100,852+83.2% | $90,404+104.3% | $158,922+16.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -11.73% | 1724.20%-1735.9pp | 1293.02%-1304.8pp | 302.83%-314.6pp |
| Employer contribution / active EE | $9,450 | $3,689+156.2% | $3,262+189.7% | $4,761+98.5% |
| Participant deferral / active EE | $5,737 | $4,348+32.0% | $3,963+44.8% | $5,982-4.1% |
| Admin fee / account holder | $1,503 | $6,501-76.9% | $5,611-73.2% | $11,246-86.6% |