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 | $188,173 | $82,664+127.6% | $125,339+50.1% | $68,494+174.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.78% | -5.97%-17.8pp | 572.05%-595.8pp | -7.84%-15.9pp |
| Employer contribution / active EE | $5,035 | $3,381+48.9% | $4,814+4.6% | $2,596+93.9% |
| Participant deferral / active EE | $10,443 | $6,110+70.9% | $7,446+40.2% | $4,027+159.3% |
| Admin fee / account holder | $7,626 | $6,275+21.5% | $10,010-23.8% | $5,403+41.2% |