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 | $160,792 | $95,971+67.5% | $74,550+115.7% | $135,375+18.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -28.05% | 56.96%-85.0pp | 32.53%-60.6pp | 519.73%-547.8pp |
| Employer contribution / active EE | $7,268 | $2,716+167.6% | $1,961+270.6% | $4,779+52.1% |
| Participant deferral / active EE | $6,405 | $3,843+66.6% | $3,108+106.1% | $5,609+14.2% |
| Admin fee / account holder | $16,650 | $6,522+155.3% | $5,060+229.1% | $10,827+53.8% |