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 | $173,954 | $49,451+251.8% | $79,550+118.7% | $66,914+160.0% |
| Participation rate | 84.2% | 61.3%+22.9pp | 69.5%+14.7pp | 69.8%+14.4pp |
| Annual return | -21.04% | 84.25%-105.3pp | 0.16%-21.2pp | 1.58%-22.6pp |
| Employer contribution / active EE | $5,497 | $1,266+334.4% | $2,413+127.8% | $2,544+116.1% |
| Participant deferral / active EE | $6,382 | $3,159+102.1% | $3,985+60.2% | $4,237+50.6% |
| Admin fee / account holder | $4,960 | $595+734.2% | $6,832-27.4% | $593+736.1% |