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 | $147,092 | $82,664+77.9% | $125,339+17.4% | $68,494+114.8% |
| Participation rate | 72.5% | 75.0%-2.5pp | 82.4%-9.8pp | 67.9%+4.7pp |
| Annual return | -24.25% | -5.97%-18.3pp | 572.05%-596.3pp | -7.84%-16.4pp |
| Employer contribution / active EE | $2,411 | $3,381-28.7% | $4,814-49.9% | $2,596-7.1% |
| Participant deferral / active EE | $5,164 | $6,110-15.5% | $7,446-30.6% | $4,027+28.2% |
| Admin fee / account holder | $925 | $6,275-85.3% | $10,010-90.8% | $5,403-82.9% |