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 | $165,212 | $82,664+99.9% | $125,339+31.8% | $68,494+141.2% |
| Participation rate | 87.8% | 75.0%+12.7pp | 82.4%+5.4pp | 67.9%+19.9pp |
| Annual return | -20.59% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $7,889 | $3,381+133.3% | $4,814+63.9% | $2,596+203.8% |
| Participant deferral / active EE | $9,259 | $6,110+51.5% | $7,446+24.3% | $4,027+129.9% |
| Admin fee / account holder | $13,676 | $6,275+117.9% | $10,010+36.6% | $5,403+153.1% |