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 | $103,571 | $42,894+141.5% | $60,874+70.1% | $68,494+51.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -21.70% | -13.98%-7.7pp | 16.90%-38.6pp | -7.84%-13.9pp |
| Employer contribution / active EE | $8,179 | $1,978+313.5% | $2,701+202.8% | $2,596+215.0% |
| Participant deferral / active EE | $5,452 | $2,867+90.2% | $3,817+42.9% | $4,027+35.4% |
| Admin fee / account holder | $2,530 | $3,101-18.4% | $3,224-21.5% | $5,403-53.2% |