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 | $149,054 | $102,616+45.3% | $81,983+81.8% | $158,922-6.2% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.2%+25.5pp | 82.0%+12.8pp |
| Annual return | -3.97% | 61.04%-65.0pp | 41.31%-45.3pp | 302.83%-306.8pp |
| Employer contribution / active EE | $13,375 | $3,240+312.8% | $2,498+435.4% | $4,761+180.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,618 | $8,235+4.7% | $5,664+52.2% | $11,246-23.4% |