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 | $190,944 | $84,487+126.0% | $125,339+52.3% | $66,914+185.4% |
| Participation rate | 73.6% | 76.4%-2.8pp | 82.4%-8.8pp | 69.8%+3.8pp |
| Annual return | -18.42% | -8.39%-10.0pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,237 | $3,553-8.9% | $4,814-32.8% | $2,544+27.2% |
| Participant deferral / active EE | $7,007 | $6,781+3.3% | $7,446-5.9% | $4,237+65.4% |
| Admin fee / account holder | $8,214 | $685+1099.1% | $10,010-17.9% | $593+1284.5% |