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 | $222,415 | $99,032+124.6% | $80,019+178.0% | $135,375+64.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.42% | 15.39%-24.8pp | 11.22%-20.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $8,721 | $3,043+186.6% | $2,468+253.4% | $4,779+82.5% |
| Participant deferral / active EE | $6,372 | $4,282+48.8% | $3,686+72.9% | $5,609+13.6% |
| Admin fee / account holder | $18,414 | $10,436+76.5% | $6,521+182.4% | $10,827+70.1% |