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 | $178,238 | $82,664+115.6% | $125,339+42.2% | $68,494+160.2% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -21.87% | -5.97%-15.9pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $4,976 | $3,381+47.2% | $4,814+3.4% | $2,596+91.7% |
| Participant deferral / active EE | $6,856 | $6,110+12.2% | $7,446-7.9% | $4,027+70.2% |
| Admin fee / account holder | $9,326 | $6,275+48.6% | $10,010-6.8% | $5,403+72.6% |