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 | $153,874 | $77,634+98.2% | $156,549-1.7% | $62,891+144.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -3.75% | 50.32%-54.1pp | 32.23%-36.0pp | 20.14%-23.9pp |
| Employer contribution / active EE | $8,275 | $3,444+140.3% | $5,501+50.4% | $2,281+262.8% |
| Participant deferral / active EE | $6,073 | $3,045+99.4% | $4,871+24.7% | $3,203+89.6% |
| Admin fee / account holder | $78,905 | $5,561+1318.9% | $13,027+505.7% | $4,296+1736.9% |