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 | $145,200 | $43,723+232.1% | $121,196+19.8% | $64,186+126.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -8.71% | 68.91%-77.6pp | 16.93%-25.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $8,757 | $1,296+575.6% | $4,022+117.8% | $2,381+267.8% |
| Participant deferral / active EE | $8,594 | $2,280+276.9% | $3,344+157.0% | $3,470+147.7% |
| Admin fee / account holder | $7,861 | $3,501+124.5% | $5,019+56.6% | $4,888+60.8% |