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 | $197,148 | $54,229+263.5% | $70,092+181.3% | $68,494+187.8% |
| Participation rate | 92.3% | 64.5%+27.8pp | 70.5%+21.8pp | 67.9%+24.4pp |
| Annual return | -20.08% | -13.87%-6.2pp | 190.73%-210.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,857 | $2,018-8.0% | $2,559-27.4% | $2,596-28.5% |
| Participant deferral / active EE | $8,056 | $2,956+172.6% | $3,849+109.3% | $4,027+100.0% |
| Admin fee / account holder | $1,697 | $4,694-63.8% | $6,267-72.9% | $5,403-68.6% |