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 | $174,478 | $82,664+111.1% | $125,339+39.2% | $68,494+154.7% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -21.91% | -5.97%-15.9pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $4,423 | $3,381+30.8% | $4,814-8.1% | $2,596+70.3% |
| Participant deferral / active EE | $9,821 | $6,110+60.7% | $7,446+31.9% | $4,027+143.9% |
| Admin fee / account holder | $1,908 | $6,275-69.6% | $10,010-80.9% | $5,403-64.7% |