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 3-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 | $82,004 | $65,561+25.1% | $86,188-4.9% | $75,163+9.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | -35.57% | 46.05%-81.6pp | 1168.45%-1204.0pp | 160.62%-196.2pp |
| Employer contribution / active EE | $15,167 | $1,553+876.9% | $2,380+537.2% | $2,670+468.1% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,502 | $5,474+73.6% | $6,852+38.7% | $5,651+68.2% |