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 | $248,388 | $82,664+200.5% | $125,339+98.2% | $68,494+262.6% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -20.35% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $827 | $3,381-75.5% | $4,814-82.8% | $2,596-68.1% |
| Participant deferral / active EE | $5,491 | $6,110-10.1% | $7,446-26.3% | $4,027+36.4% |
| Admin fee / account holder | $38,428 | $6,275+512.4% | $10,010+283.9% | $5,403+611.3% |