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 | $174,936 | $81,900+113.6% | $119,609+46.3% | $68,494+155.4% |
| Participation rate | 90.7% | 71.9%+18.8pp | 79.3%+11.4pp | 67.9%+22.8pp |
| Annual return | -26.65% | -23.82%-2.8pp | -14.97%-11.7pp | -7.84%-18.8pp |
| Employer contribution / active EE | $778 | $2,693-71.1% | $4,232-81.6% | $2,596-70.1% |
| Participant deferral / active EE | $7,859 | $4,148+89.5% | $5,602+40.3% | $4,027+95.1% |
| Admin fee / account holder | $8,803 | $6,582+33.8% | $10,323-14.7% | $5,403+62.9% |