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 8-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 | $99,067 | $82,664+19.8% | $125,339-21.0% | $68,494+44.6% |
| Participation rate | 86.0% | 75.0%+11.0pp | 82.4%+3.7pp | 67.9%+18.2pp |
| Annual return | -23.08% | -5.97%-17.1pp | 572.05%-595.1pp | -7.84%-15.2pp |
| Employer contribution / active EE | $7,300 | $3,381+115.9% | $4,814+51.7% | $2,596+181.2% |
| Participant deferral / active EE | $3,612 | $6,110-40.9% | $7,446-51.5% | $4,027-10.3% |
| Admin fee / account holder | $8,577 | $6,275+36.7% | $10,010-14.3% | $5,403+58.7% |