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 | $195,956 | $95,971+104.2% | $74,550+162.9% | $135,375+44.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.65% | 56.96%-66.6pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $15,618 | $2,716+475.0% | $1,961+696.5% | $4,779+226.8% |
| Participant deferral / active EE | $15,167 | $3,843+294.6% | $3,108+388.0% | $5,609+170.4% |
| Admin fee / account holder | $951 | $6,522-85.4% | $5,060-81.2% | $10,827-91.2% |