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 | $149,188 | $49,177+203.4% | $79,464+87.7% | $64,186+132.4% |
| Participation rate | 71.1% | 65.0%+6.0pp | 73.3%-2.3pp | 69.6%+1.5pp |
| Annual return | -8.69% | -1.16%-7.5pp | 718.14%-726.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,721 | $2,076+31.1% | $2,800-2.8% | $2,381+14.3% |
| Participant deferral / active EE | $4,640 | $2,821+64.5% | $3,704+25.3% | $3,470+33.7% |
| Admin fee / account holder | $484 | $3,839-87.4% | $5,113-90.5% | $4,888-90.1% |