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 | $139,030 | $95,862+45.0% | $79,550+74.8% | $134,475+3.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.57% | -2.69%-18.9pp | 0.16%-21.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $994 | $3,128-68.2% | $2,413-58.8% | $4,740-79.0% |
| Participant deferral / active EE | $4,376 | $4,693-6.8% | $3,985+9.8% | $6,400-31.6% |
| Admin fee / account holder | $3,222 | $9,126-64.7% | $6,832-52.8% | $11,426-71.8% |