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 | $88,594 | $57,281+54.7% | $86,612+2.3% | $75,163+17.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -0.38% | 2670.75%-2671.1pp | 591.07%-591.4pp | 160.62%-161.0pp |
| Employer contribution / active EE | $6,259 | $2,314+170.4% | $3,022+107.1% | $2,670+134.4% |
| Participant deferral / active EE | $5,332 | $3,318+60.7% | $4,438+20.2% | $4,125+29.3% |
| Admin fee / account holder | $10,510 | $4,112+155.6% | $5,614+87.2% | $5,651+86.0% |