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 | $93,136 | $57,281+62.6% | $86,612+7.5% | $75,163+23.9% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | -7.51% | 2670.75%-2678.3pp | 591.07%-598.6pp | 160.62%-168.1pp |
| Employer contribution / active EE | $5,369 | $2,314+132.0% | $3,022+77.6% | $2,670+101.1% |
| Participant deferral / active EE | $4,687 | $3,318+41.3% | $4,438+5.6% | $4,125+13.6% |
| Admin fee / account holder | $37,854 | $4,112+820.6% | $5,614+574.2% | $5,651+569.9% |