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 | $171,644 | $81,900+109.6% | $119,609+43.5% | $68,494+150.6% |
| Participation rate | 84.6% | 71.9%+12.7pp | 79.3%+5.4pp | 67.9%+16.7pp |
| Annual return | -20.47% | -23.82%+3.4pp | -14.97%-5.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,823 | $2,693+41.9% | $4,232-9.7% | $2,596+47.2% |
| Participant deferral / active EE | $4,360 | $4,148+5.1% | $5,602-22.2% | $4,027+8.3% |
| Admin fee / account holder | $9,603 | $6,582+45.9% | $10,323-7.0% | $5,403+77.7% |