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 | $123,796 | $42,894+188.6% | $60,874+103.4% | $68,494+80.7% |
| Participation rate | 93.9% | 66.8%+27.1pp | 73.1%+20.8pp | 67.9%+26.1pp |
| Annual return | -19.04% | -13.98%-5.1pp | 16.90%-35.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $6,452 | $1,978+226.2% | $2,701+138.8% | $2,596+148.5% |
| Participant deferral / active EE | $7,550 | $2,867+163.4% | $3,817+97.8% | $4,027+87.5% |
| Admin fee / account holder | $2,104 | $3,101-32.1% | $3,224-34.7% | $5,403-61.1% |