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 | $140,291 | $82,630+69.8% | $64,105+118.8% | $125,391+11.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -8.12% | 1489.72%-1497.8pp | 791.24%-799.4pp | 282.22%-290.3pp |
| Employer contribution / active EE | $2,030 | $2,671-24.0% | $1,820+11.5% | $4,866-58.3% |
| Participant deferral / active EE | $3,497 | $3,608-3.1% | $2,822+23.9% | $5,352-34.7% |
| Admin fee / account holder | $1,629 | $6,382-74.5% | $4,499-63.8% | $9,540-82.9% |