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 | $153,592 | $81,900+87.5% | $119,609+28.4% | $68,494+124.2% |
| Participation rate | 80.6% | 71.9%+8.7pp | 79.3%+1.3pp | 67.9%+12.7pp |
| Annual return | -22.97% | -23.82%+0.9pp | -14.97%-8.0pp | -7.84%-15.1pp |
| Employer contribution / active EE | $2,098 | $2,693-22.1% | $4,232-50.4% | $2,596-19.2% |
| Participant deferral / active EE | $2,806 | $4,148-32.3% | $5,602-49.9% | $4,027-30.3% |
| Admin fee / account holder | $4,983 | $6,582-24.3% | $10,323-51.7% | $5,403-7.8% |