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 8-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 | $154,509 | $117,841+31.1% | $102,423+50.9% | $145,922+5.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -22.60% | 31.65%-54.2pp | 29.32%-51.9pp | 561.29%-583.9pp |
| Employer contribution / active EE | $2,682 | $3,615-25.8% | $3,023-11.3% | $4,660-42.4% |
| Participant deferral / active EE | $7,614 | $5,731+32.9% | $5,053+50.7% | $6,688+13.8% |
| Admin fee / account holder | $17,261 | $13,326+29.5% | $9,451+82.6% | $13,397+28.8% |