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 5-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 | $200,172 | $135,635+47.6% | $110,238+81.6% | $135,375+47.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.34% | 513.19%-523.5pp | 314.74%-325.1pp | 519.73%-530.1pp |
| Employer contribution / active EE | $8,881 | $4,906+81.0% | $3,826+132.1% | $4,779+85.9% |
| Participant deferral / active EE | $10,537 | $5,506+91.4% | $4,672+125.5% | $5,609+87.9% |
| Admin fee / account holder | $2,018 | $11,457-82.4% | $8,547-76.4% | $10,827-81.4% |