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 | $151,326 | $69,010+119.3% | $159,960-5.4% | $68,494+120.9% |
| Participation rate | 71.0% | 65.4%+5.6pp | 78.0%-7.0pp | 67.9%+3.1pp |
| Annual return | -20.04% | -9.65%-10.4pp | 408.60%-428.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,075 | $2,213-6.2% | $4,226-50.9% | $2,596-20.1% |
| Participant deferral / active EE | $4,953 | $4,212+17.6% | $6,182-19.9% | $4,027+23.0% |
| Admin fee / account holder | $1,040 | $4,798-78.3% | $8,698-88.0% | $5,403-80.8% |