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 | $151,360 | $112,096+35.0% | $95,952+57.7% | $158,922-4.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -2.66% | 171.09%-173.8pp | 91.61%-94.3pp | 302.83%-305.5pp |
| Employer contribution / active EE | $9,231 | $3,198+188.6% | $2,541+263.3% | $4,761+93.9% |
| Participant deferral / active EE | $4,719 | $4,784-1.4% | $4,167+13.3% | $5,982-21.1% |
| Admin fee / account holder | $6,026 | $10,130-40.5% | $6,795-11.3% | $11,246-46.4% |