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 | $82,341 | $57,281+43.7% | $86,612-4.9% | $75,163+9.5% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.3pp |
| Annual return | -8.68% | 2670.75%-2679.4pp | 591.07%-599.7pp | 160.62%-169.3pp |
| Employer contribution / active EE | $6,539 | $2,314+182.5% | $3,022+116.4% | $2,670+144.9% |
| Participant deferral / active EE | $4,661 | $3,318+40.5% | $4,438+5.0% | $4,125+13.0% |
| Admin fee / account holder | $4,142 | $4,112+0.7% | $5,614-26.2% | $5,651-26.7% |