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 | $151,562 | $57,354+164.3% | $83,848+80.8% | $64,186+136.1% |
| Participation rate | 98.2% | 68.6%+29.6pp | 76.1%+22.1pp | 69.6%+28.7pp |
| Annual return | -54.09% | 11.38%-65.5pp | 850.88%-905.0pp | 7.63%-61.7pp |
| Employer contribution / active EE | $7,367 | $2,545+189.4% | $3,631+102.9% | $2,381+209.4% |
| Participant deferral / active EE | $7,811 | $2,993+161.0% | $4,082+91.4% | $3,470+125.1% |
| Admin fee / account holder | $717 | $4,046-82.3% | $5,478-86.9% | $4,888-85.3% |