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 | $146,645 | $97,757+50.0% | $83,848+74.9% | $135,375+8.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.31% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,344 | $4,222-44.5% | $3,631-35.4% | $4,779-50.9% |
| Participant deferral / active EE | $5,154 | $4,682+10.1% | $4,082+26.3% | $5,609-8.1% |
| Admin fee / account holder | $7,821 | $6,674+17.2% | $5,478+42.8% | $10,827-27.8% |