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 | $151,108 | $82,664+82.8% | $125,339+20.6% | $68,494+120.6% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -22.09% | -5.97%-16.1pp | 572.05%-594.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $15,129 | $3,381+347.5% | $4,814+214.3% | $2,596+482.7% |
| Participant deferral / active EE | $3,356 | $6,110-45.1% | $7,446-54.9% | $4,027-16.7% |
| Admin fee / account holder | $9,004 | $6,275+43.5% | $10,010-10.1% | $5,403+66.6% |