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 | $177,234 | $99,640+77.9% | $86,436+105.0% | $134,475+31.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.73% | 6782.58%-6805.3pp | 4394.89%-4417.6pp | 417.96%-440.7pp |
| Employer contribution / active EE | $7,123 | $4,400+61.9% | $3,769+89.0% | $4,740+50.3% |
| Participant deferral / active EE | $5,580 | $7,246-23.0% | $6,952-19.7% | $6,400-12.8% |
| Admin fee / account holder | $8,288 | $8,371-1.0% | $6,731+23.1% | $11,426-27.5% |