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 | $152,858 | $82,664+84.9% | $125,339+22.0% | $68,494+123.2% |
| Participation rate | 83.8% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -19.48% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $994 | $3,381-70.6% | $4,814-79.4% | $2,596-61.7% |
| Participant deferral / active EE | $5,326 | $6,110-12.8% | $7,446-28.5% | $4,027+32.3% |
| Admin fee / account holder | $38,274 | $6,275+509.9% | $10,010+282.4% | $5,403+608.4% |