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 | $219,357 | $95,862+128.8% | $79,550+175.7% | $134,475+63.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -21.30% | -2.69%-18.6pp | 0.16%-21.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $20,785 | $3,128+564.5% | $2,413+761.3% | $4,740+338.5% |
| Participant deferral / active EE | $13,778 | $4,693+193.6% | $3,985+245.7% | $6,400+115.3% |
| Admin fee / account holder | $10,205 | $9,126+11.8% | $6,832+49.4% | $11,426-10.7% |