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 | $233,822 | $99,640+134.7% | $86,436+170.5% | $134,475+73.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -32.53% | 6782.58%-6815.1pp | 4394.89%-4427.4pp | 417.96%-450.5pp |
| Employer contribution / active EE | $1,881 | $4,400-57.3% | $3,769-50.1% | $4,740-60.3% |
| Participant deferral / active EE | $5,084 | $7,246-29.8% | $6,952-26.9% | $6,400-20.6% |
| Admin fee / account holder | $2,723 | $8,371-67.5% | $6,731-59.5% | $11,426-76.2% |