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 | $195,983 | $109,359+79.2% | $162,163+20.9% | $72,985+168.5% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.6%+9.5pp | 69.5%+27.6pp |
| Annual return | -61.15% | 25.46%-86.6pp | 115.59%-176.7pp | 81.00%-142.2pp |
| Employer contribution / active EE | $21,010 | $3,907+437.7% | $5,614+274.3% | $2,440+761.1% |
| Participant deferral / active EE | $11,620 | $5,481+112.0% | $7,298+59.2% | $3,607+222.1% |
| Admin fee / account holder | $17,190 | $7,972+115.6% | $10,843+58.5% | $5,124+235.5% |