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 6-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 | $87,670 | $84,695+3.5% | $73,843+18.7% | $125,391-30.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -7.21% | 3123.53%-3130.7pp | 2267.84%-2275.1pp | 282.22%-289.4pp |
| Employer contribution / active EE | $12,589 | $3,123+303.1% | $2,787+351.6% | $4,866+158.7% |
| Participant deferral / active EE | $6,800 | $3,992+70.3% | $3,583+89.8% | $5,352+27.1% |
| Admin fee / account holder | $4,746 | $5,691-16.6% | $4,880-2.8% | $9,540-50.3% |