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 | $183,650 | $56,199+226.8% | $67,652+171.5% | $59,632+208.0% |
| Participation rate | 86.0% | 71.5%+14.5pp | 75.7%+10.3pp | 68.7%+17.3pp |
| Annual return | -9.11% | 18505.31%-18514.4pp | 6625.04%-6634.2pp | 2041.28%-2050.4pp |
| Employer contribution / active EE | $17,826 | $1,614+1004.1% | $2,266+686.8% | $2,203+709.3% |
| Participant deferral / active EE | $3,729 | $2,844+31.1% | $3,560+4.8% | $3,192+16.8% |
| Admin fee / account holder | $8,373 | $3,958+111.5% | $4,821+73.7% | $4,297+94.9% |