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 | $157,212 | $82,664+90.2% | $125,339+25.4% | $68,494+129.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.41% | -5.97%-13.4pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,025 | $3,381+19.0% | $4,814-16.4% | $2,596+55.0% |
| Participant deferral / active EE | $9,533 | $6,110+56.0% | $7,446+28.0% | $4,027+136.7% |
| Admin fee / account holder | $4,736 | $6,275-24.5% | $10,010-52.7% | $5,403-12.3% |