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 | $180,561 | $107,334+68.2% | $92,893+94.4% | $152,861+18.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | -0.69% | 145.58%-146.3pp | 109.41%-110.1pp | 345.32%-346.0pp |
| Employer contribution / active EE | $11,323 | $4,221+168.2% | $3,653+210.0% | $4,762+137.8% |
| Participant deferral / active EE | $3,405 | $4,845-29.7% | $4,236-19.6% | $5,850-41.8% |
| Admin fee / account holder | $125,424 | $7,079+1671.7% | $5,794+2064.8% | $11,596+981.6% |