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 | $156,033 | $82,664+88.8% | $125,339+24.5% | $68,494+127.8% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -20.45% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,807 | $3,381-46.6% | $4,814-62.5% | $2,596-30.4% |
| Participant deferral / active EE | $13,655 | $6,110+123.5% | $7,446+83.4% | $4,027+239.1% |
| Admin fee / account holder | $981 | $6,275-84.4% | $10,010-90.2% | $5,403-81.8% |