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 | $214,459 | $94,529+126.9% | $140,016+53.2% | $64,186+234.1% |
| Participation rate | 98.4% | 84.1%+14.3pp | 87.5%+10.9pp | 69.6%+28.8pp |
| Annual return | -7.32% | 7.77%-15.1pp | 651.12%-658.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,585 | $3,812+20.3% | $5,606-18.2% | $2,381+92.6% |
| Participant deferral / active EE | $11,994 | $5,250+128.5% | $6,927+73.1% | $3,470+245.7% |
| Admin fee / account holder | $455 | $6,741-93.3% | $10,705-95.8% | $4,888-90.7% |