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 | $181,937 | $100,852+80.4% | $90,404+101.2% | $158,922+14.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -10.49% | 1724.20%-1734.7pp | 1293.02%-1303.5pp | 302.83%-313.3pp |
| Employer contribution / active EE | $18,924 | $3,689+413.1% | $3,262+480.1% | $4,761+297.5% |
| Participant deferral / active EE | $7,479 | $4,348+72.0% | $3,963+88.7% | $5,982+25.0% |
| Admin fee / account holder | $9,982 | $6,501+53.5% | $5,611+77.9% | $11,246-11.2% |