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 | $147,869 | $54,350+172.1% | $82,719+78.8% | $68,494+115.9% |
| Participation rate | 78.7% | 63.9%+14.7pp | 72.6%+6.1pp | 67.9%+10.8pp |
| Annual return | -24.35% | -13.67%-10.7pp | 701.18%-725.5pp | -7.84%-16.5pp |
| Employer contribution / active EE | $2,054 | $2,218-7.4% | $3,009-31.7% | $2,596-20.9% |
| Participant deferral / active EE | $4,166 | $3,246+28.3% | $4,395-5.2% | $4,027+3.4% |
| Admin fee / account holder | $8,373 | $4,395+90.5% | $5,329+57.1% | $5,403+55.0% |