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 | $241,921 | $67,331+259.3% | $60,874+297.4% | $134,475+79.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.44% | 49.93%-70.4pp | 16.90%-37.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $18,592 | $3,096+500.4% | $2,701+588.2% | $4,740+292.3% |
| Participant deferral / active EE | $6,197 | $4,538+36.6% | $3,817+62.4% | $6,400-3.2% |
| Admin fee / account holder | $1,024 | $4,582-77.6% | $3,224-68.2% | $11,426-91.0% |