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 | $137,429 | $95,862+43.4% | $79,550+72.8% | $134,475+2.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -28.55% | -2.69%-25.9pp | 0.16%-28.7pp | 417.96%-446.5pp |
| Employer contribution / active EE | $2,192 | $3,128-29.9% | $2,413-9.2% | $4,740-53.8% |
| Participant deferral / active EE | $6,760 | $4,693+44.0% | $3,985+69.6% | $6,400+5.6% |
| Admin fee / account holder | $1,517 | $9,126-83.4% | $6,832-77.8% | $11,426-86.7% |