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 | $96,035 | $97,757-1.8% | $83,848+14.5% | $135,375-29.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.41% | 1287.37%-1297.8pp | 850.88%-861.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $5,898 | $4,222+39.7% | $3,631+62.4% | $4,779+23.4% |
| Participant deferral / active EE | $21,898 | $4,682+367.7% | $4,082+436.5% | $5,609+290.4% |
| Admin fee / account holder | $2,451 | $6,674-63.3% | $5,478-55.3% | $10,827-77.4% |