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 | $112,013 | $82,664+35.5% | $125,339-10.6% | $68,494+63.5% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -20.86% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $4,898 | $3,381+44.9% | $4,814+1.8% | $2,596+88.7% |
| Participant deferral / active EE | $11,016 | $6,110+80.3% | $7,446+47.9% | $4,027+173.5% |
| Admin fee / account holder | $4,424 | $6,275-29.5% | $10,010-55.8% | $5,403-18.1% |