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 | $246,723 | $106,890+130.8% | $84,015+193.7% | $152,861+61.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 5.63% | 104.99%-99.4pp | 71.31%-65.7pp | 345.32%-339.7pp |
| Employer contribution / active EE | $8,247 | $2,734+201.6% | $1,983+315.8% | $4,762+73.2% |
| Participant deferral / active EE | $8,295 | $4,011+106.8% | $3,239+156.1% | $5,850+41.8% |
| Admin fee / account holder | $20,110 | $8,285+142.7% | $6,101+229.6% | $11,596+73.4% |