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 | $210,683 | $60,124+250.4% | $90,404+133.0% | $79,858+163.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.84% | 71.94%-65.1pp | 1293.02%-1286.2pp | 31.71%-24.9pp |
| Employer contribution / active EE | $15,850 | $2,068+666.6% | $3,262+385.9% | $2,471+541.5% |
| Participant deferral / active EE | $8,596 | $2,938+192.6% | $3,963+116.9% | $3,740+129.8% |
| Admin fee / account holder | $2,902 | $3,976-27.0% | $5,611-48.3% | $5,306-45.3% |