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 | $216,608 | $82,664+162.0% | $125,339+72.8% | $68,494+216.2% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -20.34% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $4,325 | $3,381+27.9% | $4,814-10.1% | $2,596+66.6% |
| Participant deferral / active EE | $9,189 | $6,110+50.4% | $7,446+23.4% | $4,027+128.2% |
| Admin fee / account holder | $30,969 | $6,275+393.5% | $10,010+209.4% | $5,403+473.2% |