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 | $167,953 | $110,094+52.6% | $151,611+10.8% | $68,494+145.2% |
| Participation rate | 70.4% | 84.0%-13.6pp | 87.5%-17.1pp | 67.9%+2.5pp |
| Annual return | -22.41% | -10.12%-12.3pp | 3.33%-25.7pp | -7.84%-14.6pp |
| Employer contribution / active EE | $2,537 | $4,471-43.2% | $6,166-58.8% | $2,596-2.3% |
| Participant deferral / active EE | $8,318 | $6,527+27.4% | $8,363-0.5% | $4,027+106.5% |
| Admin fee / account holder | $18,971 | $7,719+145.8% | $11,616+63.3% | $5,403+251.1% |