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 | $201,297 | $91,538+119.9% | $129,995+54.8% | $75,163+167.8% |
| Participation rate | 73.0% | 71.4%+1.6pp | 78.5%-5.5pp | 67.2%+5.8pp |
| Annual return | -10.62% | -631.11%+620.5pp | -137.18%+126.6pp | 160.62%-171.2pp |
| Employer contribution / active EE | $1,555 | $2,845-45.4% | $4,320-64.0% | $2,670-41.8% |
| Participant deferral / active EE | $5,923 | $4,341+36.4% | $5,820+1.8% | $4,125+43.6% |
| Admin fee / account holder | $11,996 | $6,790+76.7% | $10,614+13.0% | $5,651+112.3% |