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 | $211,097 | $97,757+115.9% | $83,848+151.8% | $135,375+55.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.01% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $10,166 | $4,222+140.8% | $3,631+180.0% | $4,779+112.7% |
| Participant deferral / active EE | $7,017 | $4,682+49.9% | $4,082+71.9% | $5,609+25.1% |
| Admin fee / account holder | $10,419 | $6,674+56.1% | $5,478+90.2% | $10,827-3.8% |