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 | $122,344 | $102,604+19.2% | $86,188+42.0% | $139,434-12.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -7.30% | 1922.51%-1929.8pp | 1168.45%-1175.7pp | 372.94%-380.2pp |
| Employer contribution / active EE | $8,000 | $3,032+163.8% | $2,380+236.1% | $4,751+68.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,708 | $8,657-68.7% | $6,852-60.5% | $11,403-76.3% |