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 | $117,636 | $49,922+135.6% | $80,569+46.0% | $75,163+56.5% |
| Participation rate | 93.8% | 55.3%+38.4pp | 67.0%+26.8pp | 67.2%+26.6pp |
| Annual return | -5.53% | 34.69%-40.2pp | 935.43%-941.0pp | 160.62%-166.1pp |
| Employer contribution / active EE | $1,601 | $1,698-5.8% | $2,723-41.2% | $2,670-40.0% |
| Participant deferral / active EE | $4,477 | $2,990+49.7% | $4,447+0.7% | $4,125+8.5% |
| Admin fee / account holder | $3,890 | $3,577+8.7% | $5,377-27.7% | $5,651-31.2% |