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 5-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 | $217,561 | $110,094+97.6% | $151,611+43.5% | $68,494+217.6% |
| Participation rate | 86.2% | 84.0%+2.2pp | 87.5%-1.3pp | 67.9%+18.3pp |
| Annual return | -21.32% | -10.12%-11.2pp | 3.33%-24.6pp | -7.84%-13.5pp |
| Employer contribution / active EE | $7,006 | $4,471+56.7% | $6,166+13.6% | $2,596+169.8% |
| Participant deferral / active EE | $17,710 | $6,527+171.3% | $8,363+111.8% | $4,027+339.8% |
| Admin fee / account holder | $625 | $7,719-91.9% | $11,616-94.6% | $5,403-88.4% |