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 | $181,590 | $60,124+202.0% | $90,404+100.9% | $79,858+127.4% |
| Participation rate | 90.6% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+21.0pp |
| Annual return | -4.38% | 71.94%-76.3pp | 1293.02%-1297.4pp | 31.71%-36.1pp |
| Employer contribution / active EE | $4,826 | $2,068+133.4% | $3,262+47.9% | $2,471+95.3% |
| Participant deferral / active EE | $7,826 | $2,938+166.4% | $3,963+97.5% | $3,740+109.3% |
| Admin fee / account holder | $14,203 | $3,976+257.2% | $5,611+153.1% | $5,306+167.7% |