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 | $246,113 | $82,664+197.7% | $125,339+96.4% | $68,494+259.3% |
| Participation rate | 77.4% | 75.0%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -21.17% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $4,108 | $3,381+21.5% | $4,814-14.7% | $2,596+58.2% |
| Participant deferral / active EE | $8,888 | $6,110+45.4% | $7,446+19.4% | $4,027+120.7% |
| Admin fee / account holder | $1,193 | $6,275-81.0% | $10,010-88.1% | $5,403-77.9% |