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 | $143,629 | $92,703+54.9% | $82,719+73.6% | $134,475+6.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.08% | 944.92%-969.0pp | 701.18%-725.3pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,793 | $3,274-14.7% | $3,009-7.2% | $4,740-41.1% |
| Participant deferral / active EE | $7,545 | $4,802+57.1% | $4,395+71.7% | $6,400+17.9% |
| Admin fee / account holder | $9,080 | $5,983+51.8% | $5,329+70.4% | $11,426-20.5% |