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 | $169,466 | $82,664+105.0% | $125,339+35.2% | $68,494+147.4% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -30.61% | -5.97%-24.6pp | 572.05%-602.7pp | -7.84%-22.8pp |
| Employer contribution / active EE | $3,131 | $3,381-7.4% | $4,814-34.9% | $2,596+20.6% |
| Participant deferral / active EE | $12,529 | $6,110+105.0% | $7,446+68.3% | $4,027+211.1% |
| Admin fee / account holder | $2,594 | $6,275-58.7% | $10,010-74.1% | $5,403-52.0% |