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 | $123,861 | $85,766+44.4% | $136,294-9.1% | $70,131+76.6% |
| Participation rate | 72.5% | 74.2%-1.6pp | 81.9%-9.4pp | 69.5%+3.0pp |
| Annual return | -9.16% | 31.45%-40.6pp | 5155.94%-5165.1pp | 73.14%-82.3pp |
| Employer contribution / active EE | $4,257 | $2,966+43.5% | $4,695-9.3% | $2,342+81.8% |
| Participant deferral / active EE | $8,951 | $5,051+77.2% | $6,247+43.3% | $3,332+168.7% |
| Admin fee / account holder | $1,171 | $5,420-78.4% | $9,243-87.3% | $4,645-74.8% |