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 | $144,581 | $82,664+74.9% | $125,339+15.4% | $68,494+111.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.12% | -5.97%-17.2pp | 572.05%-595.2pp | -7.84%-15.3pp |
| Employer contribution / active EE | $2,641 | $3,381-21.9% | $4,814-45.1% | $2,596+1.7% |
| Participant deferral / active EE | $8,016 | $6,110+31.2% | $7,446+7.7% | $4,027+99.1% |
| Admin fee / account holder | $888 | $6,275-85.9% | $10,010-91.1% | $5,403-83.6% |