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 | $186,278 | $82,664+125.3% | $125,339+48.6% | $68,494+172.0% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -23.80% | -5.97%-17.8pp | 572.05%-595.8pp | -7.84%-16.0pp |
| Employer contribution / active EE | $4,115 | $3,381+21.7% | $4,814-14.5% | $2,596+58.5% |
| Participant deferral / active EE | $16,459 | $6,110+169.4% | $7,446+121.0% | $4,027+308.7% |
| Admin fee / account holder | $33,152 | $6,275+428.3% | $10,010+231.2% | $5,403+513.6% |