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 | $186,869 | $82,664+126.1% | $125,339+49.1% | $68,494+172.8% |
| Participation rate | 75.4% | 75.0%+0.4pp | 82.4%-7.0pp | 67.9%+7.5pp |
| Annual return | -19.71% | -5.97%-13.7pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,331 | $3,381-60.6% | $4,814-72.3% | $2,596-48.7% |
| Participant deferral / active EE | $8,633 | $6,110+41.3% | $7,446+15.9% | $4,027+114.4% |
| Admin fee / account holder | $6,677 | $6,275+6.4% | $10,010-33.3% | $5,403+23.6% |