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 | $190,497 | $115,770+64.5% | $101,248+88.1% | $158,922+19.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -11.32% | 56.14%-67.5pp | 46.47%-57.8pp | 302.83%-314.1pp |
| Employer contribution / active EE | $2,576 | $4,175-38.3% | $3,660-29.6% | $4,761-45.9% |
| Participant deferral / active EE | $7,752 | $4,957+56.4% | $4,370+77.4% | $5,982+29.6% |
| Admin fee / account holder | $7,002 | $7,245-3.4% | $5,945+17.8% | $11,246-37.7% |