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 | $235,283 | $105,860+122.3% | $90,749+159.3% | $134,475+75.0% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -20.42% | -11.01%-9.4pp | -12.16%-8.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,388 | $3,462-59.9% | $2,921-52.5% | $4,740-70.7% |
| Participant deferral / active EE | $6,502 | $5,216+24.7% | $4,564+42.5% | $6,400+1.6% |
| Admin fee / account holder | $25,206 | $13,938+80.8% | $8,445+198.5% | $11,426+120.6% |