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 | $202,129 | $103,949+94.5% | $69,182+192.2% | $273,961-26.2% |
| Participation rate | 72.2% | 67.4%+4.9pp | 55.1%+17.1pp | 83.0%-10.8pp |
| Annual return | -38.97% | 35.28%-74.2pp | -21.93%-17.0pp | 41.45%-80.4pp |
| Employer contribution / active EE | $1,479 | $1,783-17.1% | $1,206+22.6% | $4,869-69.6% |
| Participant deferral / active EE | $6,594 | $2,716+142.8% | $1,897+247.6% | $5,287+24.7% |
| Admin fee / account holder | $28,295 | $3,671+670.9% | $2,697+949.2% | $10,132+179.3% |