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 | $152,729 | $82,664+84.8% | $125,339+21.9% | $68,494+123.0% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -20.50% | -5.97%-14.5pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $9,990 | $3,381+195.5% | $4,814+107.5% | $2,596+284.8% |
| Participant deferral / active EE | $10,140 | $6,110+65.9% | $7,446+36.2% | $4,027+151.8% |
| Admin fee / account holder | $5,585 | $6,275-11.0% | $10,010-44.2% | $5,403+3.4% |