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 | $176,775 | $82,664+113.8% | $125,339+41.0% | $68,494+158.1% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -23.46% | -5.97%-17.5pp | 572.05%-595.5pp | -7.84%-15.6pp |
| Employer contribution / active EE | $8,068 | $3,381+138.6% | $4,814+67.6% | $2,596+210.8% |
| Participant deferral / active EE | $9,289 | $6,110+52.0% | $7,446+24.7% | $4,027+130.7% |
| Admin fee / account holder | $3,496 | $6,275-44.3% | $10,010-65.1% | $5,403-35.3% |