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 | $198,381 | $110,094+80.2% | $151,611+30.8% | $68,494+189.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.57% | -10.12%-8.5pp | 3.33%-21.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,854 | $4,471+8.6% | $6,166-21.3% | $2,596+86.9% |
| Participant deferral / active EE | $11,744 | $6,527+79.9% | $8,363+40.4% | $4,027+191.6% |
| Admin fee / account holder | $20,212 | $7,719+161.9% | $11,616+74.0% | $5,403+274.1% |