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 | $198,561 | $99,640+99.3% | $86,436+129.7% | $134,475+47.7% |
| Participation rate | 88.2% | 82.0%+6.2pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -24.34% | 6782.58%-6806.9pp | 4394.89%-4419.2pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,116 | $4,400-51.9% | $3,769-43.9% | $4,740-55.4% |
| Participant deferral / active EE | $5,289 | $7,246-27.0% | $6,952-23.9% | $6,400-17.4% |
| Admin fee / account holder | $16,492 | $8,371+97.0% | $6,731+145.0% | $11,426+44.3% |