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 | $138,794 | $73,102+89.9% | $123,544+12.3% | $56,287+146.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -7.17% | 3.01%-10.2pp | 119.20%-126.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $6,481 | $2,977+117.7% | $4,628+40.0% | $2,111+207.0% |
| Participant deferral / active EE | $3,573 | $5,423-34.1% | $6,426-44.4% | $3,350+6.7% |
| Admin fee / account holder | $3,764 | $554+579.8% | $9,284-59.5% | $521+622.6% |