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 | $229,798 | $54,350+322.8% | $82,719+177.8% | $68,494+235.5% |
| Participation rate | 88.6% | 63.9%+24.7pp | 72.6%+16.1pp | 67.9%+20.7pp |
| Annual return | -26.60% | -13.67%-12.9pp | 701.18%-727.8pp | -7.84%-18.8pp |
| Employer contribution / active EE | $2,815 | $2,218+26.9% | $3,009-6.4% | $2,596+8.4% |
| Participant deferral / active EE | $5,920 | $3,246+82.4% | $4,395+34.7% | $4,027+47.0% |
| Admin fee / account holder | $3,341 | $4,395-24.0% | $5,329-37.3% | $5,403-38.2% |