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 | $150,950 | $69,010+118.7% | $159,960-5.6% | $68,494+120.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -19.65% | -9.65%-10.0pp | 408.60%-428.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $8,536 | $2,213+285.6% | $4,226+102.0% | $2,596+228.8% |
| Participant deferral / active EE | $8,830 | $4,212+109.6% | $6,182+42.8% | $4,027+119.3% |
| Admin fee / account holder | $837 | $4,798-82.6% | $8,698-90.4% | $5,403-84.5% |