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 | $118,826 | $90,600+31.2% | $79,464+49.5% | $135,375-12.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.81% | 977.43%-987.2pp | 718.14%-728.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $7,923 | $3,068+158.2% | $2,800+182.9% | $4,779+65.8% |
| Participant deferral / active EE | $15,656 | $4,050+286.5% | $3,704+322.7% | $5,609+179.1% |
| Admin fee / account holder | $6,749 | $5,907+14.3% | $5,113+32.0% | $10,827-37.7% |