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 | $142,784 | $81,632+74.9% | $70,449+102.7% | $158,922-10.2% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.7pp |
| Annual return | -2.94% | 208.40%-211.3pp | 109.03%-112.0pp | 302.83%-305.8pp |
| Employer contribution / active EE | $9,517 | $3,217+195.8% | $2,737+247.8% | $4,761+99.9% |
| Participant deferral / active EE | $1,370 | $4,554-69.9% | $3,709-63.1% | $5,982-77.1% |
| Admin fee / account holder | $1,095 | $6,193-82.3% | $3,845-71.5% | $11,246-90.3% |