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 | $243,875 | $65,561+272.0% | $86,188+183.0% | $75,163+224.5% |
| Participation rate | 93.3% | 60.5%+32.8pp | 69.0%+24.4pp | 67.2%+26.1pp |
| Annual return | -5.50% | 46.05%-51.6pp | 1168.45%-1173.9pp | 160.62%-166.1pp |
| Employer contribution / active EE | $5,307 | $1,553+241.8% | $2,380+123.0% | $2,670+98.8% |
| Participant deferral / active EE | $7,515 | $3,024+148.5% | $3,985+88.6% | $4,125+82.2% |
| Admin fee / account holder | $673 | $5,474-87.7% | $6,852-90.2% | $5,651-88.1% |