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 | $81,094 | $185,200-56.2% | $142,863-43.2% | $167,490-51.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | -10.81% | 8555.70%-8566.5pp | 5637.54%-5648.4pp | 478.56%-489.4pp |
| Employer contribution / active EE | $7,687 | $5,604+37.2% | $4,144+85.5% | $4,837+58.9% |
| Participant deferral / active EE | $21,500 | $4,494+378.4% | $3,837+460.3% | $6,341+239.1% |
| Admin fee / account holder | $497 | $8,031-93.8% | $6,560-92.4% | $12,309-96.0% |