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 | $186,140 | $81,900+127.3% | $119,609+55.6% | $68,494+171.8% |
| Participation rate | 76.5% | 71.9%+4.6pp | 79.3%-2.8pp | 67.9%+8.6pp |
| Annual return | -20.22% | -23.82%+3.6pp | -14.97%-5.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,103 | $2,693-21.9% | $4,232-50.3% | $2,596-19.0% |
| Participant deferral / active EE | $5,361 | $4,148+29.3% | $5,602-4.3% | $4,027+33.1% |
| Admin fee / account holder | $37,109 | $6,582+463.8% | $10,323+259.5% | $5,403+586.9% |