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 7-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 | $118,804 | $97,757+21.5% | $83,848+41.7% | $135,375-12.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.78% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $12,120 | $4,222+187.1% | $3,631+233.8% | $4,779+153.6% |
| Participant deferral / active EE | $1,653 | $4,682-64.7% | $4,082-59.5% | $5,609-70.5% |
| Admin fee / account holder | $8,944 | $6,674+34.0% | $5,478+63.3% | $10,827-17.4% |