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 | $204,615 | $106,890+91.4% | $84,015+143.5% | $152,861+33.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | -3.31% | 104.99%-108.3pp | 71.31%-74.6pp | 345.32%-348.6pp |
| Employer contribution / active EE | $7,266 | $2,734+165.7% | $1,983+266.3% | $4,762+52.6% |
| Participant deferral / active EE | $8,632 | $4,011+115.2% | $3,239+166.5% | $5,850+47.6% |
| Admin fee / account holder | $798 | $8,285-90.4% | $6,101-86.9% | $11,596-93.1% |