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 | $155,887 | $92,703+68.2% | $82,719+88.5% | $134,475+15.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -23.47% | 944.92%-968.4pp | 701.18%-724.7pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,912 | $3,274-41.6% | $3,009-36.5% | $4,740-59.7% |
| Participant deferral / active EE | $4,845 | $4,802+0.9% | $4,395+10.2% | $6,400-24.3% |
| Admin fee / account holder | $6,243 | $5,983+4.4% | $5,329+17.2% | $11,426-45.4% |