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 | $152,765 | $102,604+48.9% | $86,188+77.2% | $139,434+9.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -7.78% | 1922.51%-1930.3pp | 1168.45%-1176.2pp | 372.94%-380.7pp |
| Employer contribution / active EE | $2,141 | $3,032-29.4% | $2,380-10.0% | $4,751-54.9% |
| Participant deferral / active EE | $8,705 | $4,676+86.2% | $3,985+118.4% | $6,710+29.7% |
| Admin fee / account holder | $7,599 | $8,657-12.2% | $6,852+10.9% | $11,403-33.4% |