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 6-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 | $173,884 | $82,664+110.4% | $125,339+38.7% | $68,494+153.9% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -23.86% | -5.97%-17.9pp | 572.05%-595.9pp | -7.84%-16.0pp |
| Employer contribution / active EE | $6,279 | $3,381+85.7% | $4,814+30.4% | $2,596+141.9% |
| Participant deferral / active EE | $7,719 | $6,110+26.3% | $7,446+3.7% | $4,027+91.7% |
| Admin fee / account holder | $380 | $6,275-93.9% | $10,010-96.2% | $5,403-93.0% |