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 | $133,264 | $76,000+75.3% | $154,107-13.5% | $64,186+107.6% |
| Participation rate | 72.7% | 70.4%+2.3pp | 83.0%-10.3pp | 69.6%+3.2pp |
| Annual return | -9.94% | 30.32%-40.3pp | 735.12%-745.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,709 | $3,351-49.0% | $5,298-67.7% | $2,381-28.2% |
| Participant deferral / active EE | $3,796 | $3,175+19.6% | $5,081-25.3% | $3,470+9.4% |
| Admin fee / account holder | $7,228 | $5,596+29.2% | $13,411-46.1% | $4,888+47.9% |