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 | $144,309 | $129,217+11.7% | $93,406+54.5% | $158,922-9.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | -1.62% | 118.21%-119.8pp | 78.05%-79.7pp | 302.83%-304.4pp |
| Employer contribution / active EE | $18,011 | $2,711+564.3% | $2,075+768.0% | $4,761+278.3% |
| Participant deferral / active EE | $10,021 | $3,909+156.4% | $3,126+220.6% | $5,982+67.5% |
| Admin fee / account holder | $5,528 | $7,383-25.1% | $5,230+5.7% | $11,246-50.8% |