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 | $106,112 | $93,024+14.1% | $77,024+37.8% | $134,475-21.1% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -21.65% | 62.60%-84.2pp | 42.32%-64.0pp | 417.96%-439.6pp |
| Employer contribution / active EE | $7,883 | $3,418+130.6% | $2,812+180.3% | $4,740+66.3% |
| Participant deferral / active EE | $12,536 | $5,238+139.3% | $4,426+183.2% | $6,400+95.9% |
| Admin fee / account holder | $2,352 | $6,944-66.1% | $5,425-56.6% | $11,426-79.4% |