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 7-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 | $138,384 | $82,286+68.2% | $68,791+101.2% | $134,475+2.9% |
| Participation rate | 94.1% | 75.1%+19.1pp | 69.0%+25.1pp | 81.2%+12.9pp |
| Annual return | -22.80% | -2.19%-20.6pp | -6.38%-16.4pp | 417.96%-440.8pp |
| Employer contribution / active EE | $4,942 | $3,301+49.7% | $2,655+86.1% | $4,740+4.3% |
| Participant deferral / active EE | $7,315 | $4,739+54.4% | $3,941+85.6% | $6,400+14.3% |
| Admin fee / account holder | $7,522 | $6,481+16.1% | $4,932+52.5% | $11,426-34.2% |