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 | $179,951 | $82,664+117.7% | $125,339+43.6% | $68,494+162.7% |
| Participation rate | 98.7% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -21.91% | -5.97%-15.9pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,523 | $3,381+4.2% | $4,814-26.8% | $2,596+35.7% |
| Participant deferral / active EE | $13,161 | $6,110+115.4% | $7,446+76.7% | $4,027+226.8% |
| Admin fee / account holder | $6,223 | $6,275-0.8% | $10,010-37.8% | $5,403+15.2% |