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 | $188,724 | $82,664+128.3% | $125,339+50.6% | $68,494+175.5% |
| Participation rate | 86.3% | 75.0%+11.3pp | 82.4%+3.9pp | 67.9%+18.4pp |
| Annual return | -19.99% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,433 | $3,381-57.6% | $4,814-70.2% | $2,596-44.8% |
| Participant deferral / active EE | $13,699 | $6,110+124.2% | $7,446+84.0% | $4,027+240.2% |
| Admin fee / account holder | $591 | $6,275-90.6% | $10,010-94.1% | $5,403-89.1% |