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 | $162,155 | $102,604+58.0% | $86,188+88.1% | $139,434+16.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -7.98% | 1922.51%-1930.5pp | 1168.45%-1176.4pp | 372.94%-380.9pp |
| Employer contribution / active EE | $2,868 | $3,032-5.4% | $2,380+20.5% | $4,751-39.6% |
| Participant deferral / active EE | $7,591 | $4,676+62.4% | $3,985+90.5% | $6,710+13.1% |
| Admin fee / account holder | $2,511 | $8,657-71.0% | $6,852-63.4% | $11,403-78.0% |