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 | $189,896 | $82,664+129.7% | $125,339+51.5% | $68,494+177.2% |
| Participation rate | 98.6% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -19.42% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,482 | $3,381+3.0% | $4,814-27.7% | $2,596+34.1% |
| Participant deferral / active EE | $11,773 | $6,110+92.7% | $7,446+58.1% | $4,027+192.3% |
| Admin fee / account holder | $5,831 | $6,275-7.1% | $10,010-41.7% | $5,403+7.9% |