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 | $128,056 | $91,538+39.9% | $129,995-1.5% | $75,163+70.4% |
| Participation rate | 94.0% | 71.4%+22.6pp | 78.5%+15.5pp | 67.2%+26.8pp |
| Annual return | -20.78% | -631.11%+610.3pp | -137.18%+116.4pp | 160.62%-181.4pp |
| Employer contribution / active EE | $2,794 | $2,845-1.8% | $4,320-35.3% | $2,670+4.7% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,762 | $6,790-74.1% | $10,614-83.4% | $5,651-68.8% |