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 | $110,708 | $60,124+84.1% | $90,404+22.5% | $79,858+38.6% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | -2.25% | 71.94%-74.2pp | 1293.02%-1295.3pp | 31.71%-34.0pp |
| Employer contribution / active EE | $6,667 | $2,068+222.4% | $3,262+104.4% | $2,471+169.8% |
| Participant deferral / active EE | $4,850 | $2,938+65.1% | $3,963+22.4% | $3,740+29.7% |
| Admin fee / account holder | $20,733 | $3,976+421.4% | $5,611+269.5% | $5,306+290.7% |