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 | $150,575 | $60,124+150.4% | $90,404+66.6% | $79,858+88.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -7.67% | 71.94%-79.6pp | 1293.02%-1300.7pp | 31.71%-39.4pp |
| Employer contribution / active EE | $6,836 | $2,068+230.6% | $3,262+109.6% | $2,471+176.7% |
| Participant deferral / active EE | $7,275 | $2,938+147.6% | $3,963+83.6% | $3,740+94.5% |
| Admin fee / account holder | $17,145 | $3,976+331.2% | $5,611+205.6% | $5,306+223.1% |