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 | $141,704 | $82,664+71.4% | $125,339+13.1% | $68,494+106.9% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -23.69% | -5.97%-17.7pp | 572.05%-595.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $4,453 | $3,381+31.7% | $4,814-7.5% | $2,596+71.5% |
| Participant deferral / active EE | $10,473 | $6,110+71.4% | $7,446+40.6% | $4,027+160.1% |
| Admin fee / account holder | $1,455 | $6,275-76.8% | $10,010-85.5% | $5,403-73.1% |