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 | $168,407 | $82,664+103.7% | $125,339+34.4% | $68,494+145.9% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -21.50% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,932 | $3,381+16.3% | $4,814-18.3% | $2,596+51.4% |
| Participant deferral / active EE | $6,779 | $6,110+10.9% | $7,446-9.0% | $4,027+68.3% |
| Admin fee / account holder | $4,988 | $6,275-20.5% | $10,010-50.2% | $5,403-7.7% |