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 | $199,957 | $82,286+143.0% | $68,791+190.7% | $134,475+48.7% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -21.83% | -2.19%-19.6pp | -6.38%-15.5pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,183 | $3,301-64.2% | $2,655-55.5% | $4,740-75.0% |
| Participant deferral / active EE | $3,092 | $4,739-34.8% | $3,941-21.6% | $6,400-51.7% |
| Admin fee / account holder | $8,495 | $6,481+31.1% | $4,932+72.3% | $11,426-25.6% |