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 | $184,670 | $59,107+212.4% | $86,436+113.7% | $68,494+169.6% |
| Participation rate | 97.1% | 75.2%+21.9pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -19.10% | -0.23%-18.9pp | 4394.89%-4414.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,721 | $2,519+8.0% | $3,769-27.8% | $2,596+4.8% |
| Participant deferral / active EE | $11,117 | $5,901+88.4% | $6,952+59.9% | $4,027+176.0% |
| Admin fee / account holder | $15,772 | $5,637+179.8% | $6,731+134.3% | $5,403+191.9% |