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 | $103,874 | $54,350+91.1% | $82,719+25.6% | $68,494+51.7% |
| Participation rate | 81.1% | 63.9%+17.2pp | 72.6%+8.5pp | 67.9%+13.2pp |
| Annual return | -28.70% | -13.67%-15.0pp | 701.18%-729.9pp | -7.84%-20.9pp |
| Employer contribution / active EE | $2,632 | $2,218+18.6% | $3,009-12.5% | $2,596+1.4% |
| Participant deferral / active EE | $5,037 | $3,246+55.2% | $4,395+14.6% | $4,027+25.1% |
| Admin fee / account holder | $11,022 | $4,395+150.8% | $5,329+106.8% | $5,403+104.0% |