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 | $130,201 | $60,124+116.6% | $90,404+44.0% | $79,858+63.0% |
| Participation rate | 90.2% | 65.0%+25.2pp | 72.7%+17.5pp | 69.6%+20.6pp |
| Annual return | -2.23% | 71.94%-74.2pp | 1293.02%-1295.2pp | 31.71%-33.9pp |
| Employer contribution / active EE | $1,865 | $2,068-9.8% | $3,262-42.8% | $2,471-24.5% |
| Participant deferral / active EE | $6,283 | $2,938+113.8% | $3,963+58.5% | $3,740+68.0% |
| Admin fee / account holder | $26,269 | $3,976+560.6% | $5,611+368.2% | $5,306+395.1% |