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 6-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 | $108,099 | $75,828+42.6% | $147,614-26.8% | $59,632+81.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -5.38% | 0.37%-5.8pp | 61.98%-67.4pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $9,376 | $3,485+169.1% | $5,564+68.5% | $2,203+325.7% |
| Participant deferral / active EE | $4,411 | $3,130+40.9% | $4,895-9.9% | $3,192+38.2% |
| Admin fee / account holder | $1,588 | $5,985-73.5% | $11,611-86.3% | $4,297-63.1% |