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 | $141,784 | $82,664+71.5% | $125,339+13.1% | $68,494+107.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -22.78% | -5.97%-16.8pp | 572.05%-594.8pp | -7.84%-14.9pp |
| Employer contribution / active EE | $6,255 | $3,381+85.0% | $4,814+29.9% | $2,596+140.9% |
| Participant deferral / active EE | $10,458 | $6,110+71.2% | $7,446+40.5% | $4,027+159.7% |
| Admin fee / account holder | $2,948 | $6,275-53.0% | $10,010-70.6% | $5,403-45.4% |