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 | $183,079 | $97,757+87.3% | $83,848+118.3% | $135,375+35.2% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.99% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,328 | $4,222-44.9% | $3,631-35.9% | $4,779-51.3% |
| Participant deferral / active EE | $4,297 | $4,682-8.2% | $4,082+5.3% | $5,609-23.4% |
| Admin fee / account holder | $1,190 | $6,674-82.2% | $5,478-78.3% | $10,827-89.0% |