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 | $181,078 | $96,635+87.4% | $86,612+109.1% | $139,434+29.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | -5.62% | 106.41%-112.0pp | 591.07%-596.7pp | 372.94%-378.6pp |
| Employer contribution / active EE | $11,233 | $3,263+244.2% | $3,022+271.6% | $4,751+136.4% |
| Participant deferral / active EE | $14,176 | $4,836+193.1% | $4,438+219.5% | $6,710+111.3% |
| Admin fee / account holder | $36,493 | $6,408+469.5% | $5,614+550.0% | $11,403+220.0% |