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 | $168,200 | $106,890+57.4% | $84,015+100.2% | $152,861+10.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 2.13% | 104.99%-102.9pp | 71.31%-69.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $4,000 | $2,734+46.3% | $1,983+101.7% | $4,762-16.0% |
| Participant deferral / active EE | $6,201 | $4,011+54.6% | $3,239+91.5% | $5,850+6.0% |
| Admin fee / account holder | $369 | $8,285-95.5% | $6,101-93.9% | $11,596-96.8% |