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 | $107,891 | $104,106+3.6% | $71,086+51.8% | $135,375-20.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -12.43% | 1256.30%-1268.7pp | 650.59%-663.0pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,863 | $1,485+92.8% | $1,088+163.2% | $4,779-40.1% |
| Participant deferral / active EE | $10,000 | $2,527+295.7% | $1,874+433.5% | $5,609+78.3% |
| Admin fee / account holder | $3,615 | $4,142-12.7% | $3,082+17.3% | $10,827-66.6% |