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 | $143,582 | $127,264+12.8% | $109,895+30.7% | $167,490-14.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -27.25% | 22.97%-50.2pp | 29.45%-56.7pp | 478.56%-505.8pp |
| Employer contribution / active EE | $1,321 | $3,322-60.2% | $2,842-53.5% | $4,837-72.7% |
| Participant deferral / active EE | $5,335 | $4,514+18.2% | $4,048+31.8% | $6,341-15.9% |
| Admin fee / account holder | $1,091 | $7,114-84.7% | $6,066-82.0% | $12,309-91.1% |