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 | $94,416 | $99,640-5.2% | $86,436+9.2% | $134,475-29.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.38% | 6782.58%-6804.0pp | 4394.89%-4416.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,558 | $4,400-19.1% | $3,769-5.6% | $4,740-24.9% |
| Participant deferral / active EE | $9,767 | $7,246+34.8% | $6,952+40.5% | $6,400+52.6% |
| Admin fee / account holder | $13,480 | $8,371+61.0% | $6,731+100.3% | $11,426+18.0% |