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 | $225,097 | $81,900+174.8% | $119,609+88.2% | $68,494+228.6% |
| Participation rate | 90.3% | 71.9%+18.4pp | 79.3%+11.1pp | 67.9%+22.4pp |
| Annual return | -18.99% | -23.82%+4.8pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,631 | $2,693-2.3% | $4,232-37.8% | $2,596+1.3% |
| Participant deferral / active EE | $9,295 | $4,148+124.1% | $5,602+65.9% | $4,027+130.8% |
| Admin fee / account holder | $1,449 | $6,582-78.0% | $10,323-86.0% | $5,403-73.2% |