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 | $179,424 | $57,281+213.2% | $86,612+107.2% | $75,163+138.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -6.96% | 2670.75%-2677.7pp | 591.07%-598.0pp | 160.62%-167.6pp |
| Employer contribution / active EE | $10,607 | $2,314+358.3% | $3,022+250.9% | $2,670+297.3% |
| Participant deferral / active EE | $11,083 | $3,318+234.0% | $4,438+149.7% | $4,125+168.7% |
| Admin fee / account holder | $28,652 | $4,112+596.8% | $5,614+410.3% | $5,651+407.0% |