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 | $175,516 | $135,635+29.4% | $110,238+59.2% | $135,375+29.7% |
| Participation rate | 70.8% | 83.5%-12.6pp | 79.8%-9.0pp | 82.6%-11.8pp |
| Annual return | -9.80% | 513.19%-523.0pp | 314.74%-324.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $5,488 | $4,906+11.9% | $3,826+43.4% | $4,779+14.9% |
| Participant deferral / active EE | $7,784 | $5,506+41.4% | $4,672+66.6% | $5,609+38.8% |
| Admin fee / account holder | $3,474 | $11,457-69.7% | $8,547-59.4% | $10,827-67.9% |