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 | $135,500 | $100,754+34.5% | $86,677+56.3% | $134,475+0.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -43.79% | 29.04%-72.8pp | 35.91%-79.7pp | 417.96%-461.7pp |
| Employer contribution / active EE | $5,544 | $3,489+58.9% | $2,836+95.5% | $4,740+17.0% |
| Participant deferral / active EE | $27,000 | $5,338+405.8% | $4,656+479.9% | $6,400+321.9% |
| Admin fee / account holder | $53,989 | $10,926+394.1% | $7,493+620.5% | $11,426+372.5% |