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 | $120,470 | $82,664+45.7% | $125,339-3.9% | $68,494+75.9% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -31.62% | -5.97%-25.7pp | 572.05%-603.7pp | -7.84%-23.8pp |
| Employer contribution / active EE | $6,215 | $3,381+83.8% | $4,814+29.1% | $2,596+139.4% |
| Participant deferral / active EE | $13,818 | $6,110+126.1% | $7,446+85.6% | $4,027+243.1% |
| Admin fee / account holder | $9,989 | $6,275+59.2% | $10,010-0.2% | $5,403+84.9% |