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 7-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 | $124,551 | $60,124+107.2% | $90,404+37.8% | $79,858+56.0% |
| Participation rate | 94.0% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.4pp |
| Annual return | -6.97% | 71.94%-78.9pp | 1293.02%-1300.0pp | 31.71%-38.7pp |
| Employer contribution / active EE | $5,645 | $2,068+173.0% | $3,262+73.0% | $2,471+128.4% |
| Participant deferral / active EE | $9,296 | $2,938+216.4% | $3,963+134.6% | $3,740+148.6% |
| Admin fee / account holder | $5,534 | $3,976+39.2% | $5,611-1.4% | $5,306+4.3% |