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 | $142,634 | $81,900+74.2% | $119,609+19.3% | $68,494+108.2% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.2pp | 67.9%+13.5pp |
| Annual return | -21.73% | -23.82%+2.1pp | -14.97%-6.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,175 | $2,693-19.2% | $4,232-48.6% | $2,596-16.2% |
| Participant deferral / active EE | $3,225 | $4,148-22.2% | $5,602-42.4% | $4,027-19.9% |
| Admin fee / account holder | $18,807 | $6,582+185.8% | $10,323+82.2% | $5,403+248.1% |