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 | $198,559 | $76,000+161.3% | $154,107+28.8% | $64,186+209.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.45% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $20,812 | $3,351+521.1% | $5,298+292.9% | $2,381+774.2% |
| Participant deferral / active EE | $12,996 | $3,175+309.3% | $5,081+155.8% | $3,470+274.6% |
| Admin fee / account holder | $1,762 | $5,596-68.5% | $13,411-86.9% | $4,888-64.0% |