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 | $155,356 | $107,334+44.7% | $92,893+67.2% | $152,861+1.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -2.92% | 145.58%-148.5pp | 109.41%-112.3pp | 345.32%-348.2pp |
| Employer contribution / active EE | $1,956 | $4,221-53.7% | $3,653-46.4% | $4,762-58.9% |
| Participant deferral / active EE | $5,366 | $4,845+10.8% | $4,236+26.7% | $5,850-8.3% |
| Admin fee / account holder | $570 | $7,079-91.9% | $5,794-90.2% | $11,596-95.1% |