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 | $53,884 | $183,963-70.7% | $162,163-66.8% | $152,861-64.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -3.34% | 150.76%-154.1pp | 115.59%-118.9pp | 345.32%-348.7pp |
| Employer contribution / active EE | $3,712 | $6,371-41.7% | $5,614-33.9% | $4,762-22.1% |
| Participant deferral / active EE | $12,000 | $8,034+49.4% | $7,298+64.4% | $5,850+105.1% |
| Admin fee / account holder | $123,069 | $13,121+837.9% | $10,843+1035.1% | $11,596+961.3% |