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 | $133,114 | $84,695+57.2% | $73,843+80.3% | $125,391+6.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.92% | 3123.53%-3127.4pp | 2267.84%-2271.8pp | 282.22%-286.1pp |
| Employer contribution / active EE | $11,635 | $3,123+272.5% | $2,787+317.4% | $4,866+139.1% |
| Participant deferral / active EE | $7,170 | $3,992+79.6% | $3,583+100.1% | $5,352+34.0% |
| Admin fee / account holder | $25,023 | $5,691+339.7% | $4,880+412.7% | $9,540+162.3% |