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 | $144,945 | $95,862+51.2% | $79,550+82.2% | $134,475+7.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -20.77% | -2.69%-18.1pp | 0.16%-20.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,247 | $3,128-28.2% | $2,413-6.9% | $4,740-52.6% |
| Participant deferral / active EE | $9,731 | $4,693+107.4% | $3,985+144.2% | $6,400+52.1% |
| Admin fee / account holder | $1,789 | $9,126-80.4% | $6,832-73.8% | $11,426-84.3% |