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 | $225,386 | $77,899+189.3% | $149,673+50.6% | $75,163+199.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -6.16% | 31.72%-37.9pp | 134.42%-140.6pp | 160.62%-166.8pp |
| Employer contribution / active EE | $9,674 | $3,137+208.3% | $4,818+100.8% | $2,670+262.4% |
| Participant deferral / active EE | $6,130 | $3,411+79.7% | $5,680+7.9% | $4,125+48.6% |
| Admin fee / account holder | $163,117 | $5,956+2638.6% | $13,210+1134.8% | $5,651+2786.6% |