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 | $165,737 | $69,010+140.2% | $159,960+3.6% | $68,494+142.0% |
| Participation rate | 88.0% | 65.4%+22.6pp | 78.0%+10.0pp | 67.9%+20.1pp |
| Annual return | -20.89% | -9.65%-11.2pp | 408.60%-429.5pp | -7.84%-13.0pp |
| Employer contribution / active EE | $4,330 | $2,213+95.6% | $4,226+2.5% | $2,596+66.8% |
| Participant deferral / active EE | $10,592 | $4,212+151.5% | $6,182+71.3% | $4,027+163.0% |
| Admin fee / account holder | $6,146 | $4,798+28.1% | $8,698-29.3% | $5,403+13.8% |