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 | $159,913 | $97,757+63.6% | $83,848+90.7% | $135,375+18.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.64% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $4,123 | $4,222-2.3% | $3,631+13.5% | $4,779-13.7% |
| Participant deferral / active EE | $8,281 | $4,682+76.9% | $4,082+102.9% | $5,609+47.6% |
| Admin fee / account holder | $629 | $6,674-90.6% | $5,478-88.5% | $10,827-94.2% |