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 | $127,534 | $49,177+159.3% | $79,464+60.5% | $64,186+98.7% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.5pp | 69.6%+29.2pp |
| Annual return | -8.76% | -1.16%-7.6pp | 718.14%-726.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $4,952 | $2,076+138.5% | $2,800+76.8% | $2,381+108.0% |
| Participant deferral / active EE | $8,010 | $2,821+183.9% | $3,704+116.3% | $3,470+130.9% |
| Admin fee / account holder | $21,438 | $3,839+458.4% | $5,113+319.3% | $4,888+338.6% |