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 | $203,661 | $95,971+112.2% | $74,550+173.2% | $135,375+50.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.27% | 56.96%-68.2pp | 32.53%-43.8pp | 519.73%-531.0pp |
| Employer contribution / active EE | $5,295 | $2,716+94.9% | $1,961+170.0% | $4,779+10.8% |
| Participant deferral / active EE | $10,097 | $3,843+162.7% | $3,108+224.9% | $5,609+80.0% |
| Admin fee / account holder | $3,467 | $6,522-46.8% | $5,060-31.5% | $10,827-68.0% |