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 | $186,147 | $82,664+125.2% | $125,339+48.5% | $68,494+171.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.19% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $5,733 | $3,381+69.6% | $4,814+19.1% | $2,596+120.8% |
| Participant deferral / active EE | $10,905 | $6,110+78.5% | $7,446+46.4% | $4,027+170.8% |
| Admin fee / account holder | $2,052 | $6,275-67.3% | $10,010-79.5% | $5,403-62.0% |