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 | $180,186 | $82,664+118.0% | $125,339+43.8% | $68,494+163.1% |
| Participation rate | 83.8% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -22.47% | -5.97%-16.5pp | 572.05%-594.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $4,081 | $3,381+20.7% | $4,814-15.2% | $2,596+57.2% |
| Participant deferral / active EE | $9,053 | $6,110+48.2% | $7,446+21.6% | $4,027+124.8% |
| Admin fee / account holder | $743 | $6,275-88.2% | $10,010-92.6% | $5,403-86.3% |