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 | $105,630 | $95,971+10.1% | $74,550+41.7% | $135,375-22.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -21.26% | 56.96%-78.2pp | 32.53%-53.8pp | 519.73%-541.0pp |
| Employer contribution / active EE | $15,000 | $2,716+452.3% | $1,961+665.0% | $4,779+213.9% |
| Participant deferral / active EE | $6,665 | $3,843+73.4% | $3,108+114.4% | $5,609+18.8% |
| Admin fee / account holder | $1,173 | $6,522-82.0% | $5,060-76.8% | $10,827-89.2% |