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 | $126,740 | $52,519+141.3% | $155,790-18.6% | $59,632+112.5% |
| Participation rate | 87.0% | 61.7%+25.3pp | 76.1%+10.9pp | 68.7%+18.3pp |
| Annual return | -5.18% | 53.51%-58.7pp | 71.54%-76.7pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $5,026 | $1,589+216.3% | $3,836+31.0% | $2,203+128.2% |
| Participant deferral / active EE | $8,109 | $3,084+162.9% | $4,797+69.1% | $3,192+154.1% |
| Admin fee / account holder | $302 | $3,540-91.5% | $7,478-96.0% | $4,297-93.0% |