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 | $216,369 | $82,286+162.9% | $68,791+214.5% | $134,475+60.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -22.42% | -2.19%-20.2pp | -6.38%-16.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,911 | $3,301-42.1% | $2,655-28.0% | $4,740-59.7% |
| Participant deferral / active EE | $13,612 | $4,739+187.3% | $3,941+245.4% | $6,400+112.7% |
| Admin fee / account holder | $396 | $6,481-93.9% | $4,932-92.0% | $11,426-96.5% |