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 | $140,622 | $102,604+37.1% | $86,188+63.2% | $139,434+0.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | -9.72% | 1922.51%-1932.2pp | 1168.45%-1178.2pp | 372.94%-382.7pp |
| Employer contribution / active EE | $4,500 | $3,032+48.4% | $2,380+89.1% | $4,751-5.3% |
| Participant deferral / active EE | $3,375 | $4,676-27.8% | $3,985-15.3% | $6,710-49.7% |
| Admin fee / account holder | $3,854 | $8,657-55.5% | $6,852-43.8% | $11,403-66.2% |