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 | $141,066 | $57,354+146.0% | $83,848+68.2% | $64,186+119.8% |
| Participation rate | 95.5% | 68.6%+26.8pp | 76.1%+19.3pp | 69.6%+25.9pp |
| Annual return | -19.76% | 11.38%-31.1pp | 850.88%-870.6pp | 7.63%-27.4pp |
| Employer contribution / active EE | $3,274 | $2,545+28.6% | $3,631-9.8% | $2,381+37.5% |
| Participant deferral / active EE | $6,534 | $2,993+118.3% | $4,082+60.1% | $3,470+88.3% |
| Admin fee / account holder | $3,263 | $4,046-19.4% | $5,478-40.4% | $4,888-33.3% |