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 | $141,258 | $82,664+70.9% | $125,339+12.7% | $68,494+106.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -24.82% | -5.97%-18.9pp | 572.05%-596.9pp | -7.84%-17.0pp |
| Employer contribution / active EE | $2,267 | $3,381-32.9% | $4,814-52.9% | $2,596-12.7% |
| Participant deferral / active EE | $9,374 | $6,110+53.4% | $7,446+25.9% | $4,027+132.8% |
| Admin fee / account holder | $23,133 | $6,275+268.6% | $10,010+131.1% | $5,403+328.2% |