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 | $164,369 | $97,757+68.1% | $83,848+96.0% | $135,375+21.4% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -9.69% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,796 | $4,222-10.1% | $3,631+4.6% | $4,779-20.6% |
| Participant deferral / active EE | $7,022 | $4,682+50.0% | $4,082+72.0% | $5,609+25.2% |
| Admin fee / account holder | $7,258 | $6,674+8.8% | $5,478+32.5% | $10,827-33.0% |