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 | $160,791 | $75,828+112.0% | $147,614+8.9% | $59,632+169.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.76% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $7,531 | $3,485+116.1% | $5,564+35.3% | $2,203+241.9% |
| Participant deferral / active EE | $6,477 | $3,130+106.9% | $4,895+32.3% | $3,192+102.9% |
| Admin fee / account holder | $1,286 | $5,985-78.5% | $11,611-88.9% | $4,297-70.1% |