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 | $182,398 | $57,281+218.4% | $86,612+110.6% | $75,163+142.7% |
| Participation rate | 95.7% | 63.2%+32.5pp | 71.7%+24.0pp | 67.2%+28.5pp |
| Annual return | -6.96% | 2670.75%-2677.7pp | 591.07%-598.0pp | 160.62%-167.6pp |
| Employer contribution / active EE | $6,122 | $2,314+164.5% | $3,022+102.6% | $2,670+129.3% |
| Participant deferral / active EE | $9,519 | $3,318+186.9% | $4,438+114.5% | $4,125+130.8% |
| Admin fee / account holder | $14,371 | $4,112+249.5% | $5,614+156.0% | $5,651+154.3% |