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 | $244,521 | $105,860+131.0% | $90,749+169.4% | $134,475+81.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -30.56% | -11.01%-19.6pp | -12.16%-18.4pp | 417.96%-448.5pp |
| Employer contribution / active EE | $1,636 | $3,462-52.7% | $2,921-44.0% | $4,740-65.5% |
| Participant deferral / active EE | $3,143 | $5,216-39.7% | $4,564-31.1% | $6,400-50.9% |
| Admin fee / account holder | $21,541 | $13,938+54.6% | $8,445+155.1% | $11,426+88.5% |