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 | $87,657 | $56,114+56.2% | $96,139-8.8% | $85,850+2.1% |
| Participation rate | 73.2% | 56.7%+16.5pp | 68.4%+4.8pp | 69.3%+3.9pp |
| Annual return | -8.27% | 42.30%-50.6pp | 191.94%-200.2pp | 318.53%-326.8pp |
| Employer contribution / active EE | $2,027 | $1,620+25.1% | $2,797-27.5% | $2,565-21.0% |
| Participant deferral / active EE | $4,051 | $2,859+41.7% | $4,349-6.9% | $3,952+2.5% |
| Admin fee / account holder | $10,230 | $3,768+171.5% | $5,537+84.8% | $6,260+63.4% |