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 | $165,784 | $99,640+66.4% | $86,436+91.8% | $134,475+23.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.17% | 6782.58%-6804.7pp | 4394.89%-4417.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $18,203 | $4,400+313.7% | $3,769+383.0% | $4,740+284.1% |
| Participant deferral / active EE | $4,965 | $7,246-31.5% | $6,952-28.6% | $6,400-22.4% |
| Admin fee / account holder | $8,265 | $8,371-1.3% | $6,731+22.8% | $11,426-27.7% |