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 | $90,347 | $93,024-2.9% | $77,024+17.3% | $134,475-32.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.61% | 62.60%-84.2pp | 42.32%-63.9pp | 417.96%-439.6pp |
| Employer contribution / active EE | $9,339 | $3,418+173.3% | $2,812+232.1% | $4,740+97.0% |
| Participant deferral / active EE | $10,019 | $5,238+91.3% | $4,426+126.3% | $6,400+56.6% |
| Admin fee / account holder | $17,062 | $6,944+145.7% | $5,425+214.5% | $11,426+49.3% |