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 | $225,111 | $82,664+172.3% | $125,339+79.6% | $68,494+228.7% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -20.65% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $4,204 | $3,381+24.4% | $4,814-12.7% | $2,596+61.9% |
| Participant deferral / active EE | $6,210 | $6,110+1.6% | $7,446-16.6% | $4,027+54.2% |
| Admin fee / account holder | $14,867 | $6,275+136.9% | $10,010+48.5% | $5,403+175.2% |