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 | $185,255 | $95,971+93.0% | $74,550+148.5% | $135,375+36.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.88% | 56.96%-67.8pp | 32.53%-43.4pp | 519.73%-530.6pp |
| Employer contribution / active EE | $13,235 | $2,716+387.3% | $1,961+574.9% | $4,779+176.9% |
| Participant deferral / active EE | $6,406 | $3,843+66.7% | $3,108+106.1% | $5,609+14.2% |
| Admin fee / account holder | $5,637 | $6,522-13.6% | $5,060+11.4% | $10,827-47.9% |