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 | $95,700 | $100,852-5.1% | $90,404+5.9% | $158,922-39.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.10% | 1724.20%-1724.3pp | 1293.02%-1293.1pp | 302.83%-302.9pp |
| Employer contribution / active EE | $6,334 | $3,689+71.7% | $3,262+94.2% | $4,761+33.0% |
| Participant deferral / active EE | $3,295 | $4,348-24.2% | $3,963-16.9% | $5,982-44.9% |
| Admin fee / account holder | $21,647 | $6,501+233.0% | $5,611+285.8% | $11,246+92.5% |