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 | $209,021 | $138,065+51.4% | $123,544+69.2% | $135,375+54.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.22% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,029 | $5,151-60.6% | $4,628-56.2% | $4,779-57.5% |
| Participant deferral / active EE | $12,233 | $6,799+79.9% | $6,426+90.4% | $5,609+118.1% |
| Admin fee / account holder | $2,191 | $10,916-79.9% | $9,284-76.4% | $10,827-79.8% |