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 | $213,790 | $73,867+189.4% | $143,757+48.7% | $68,494+212.1% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -19.54% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $10,898 | $3,184+242.2% | $4,951+120.1% | $2,596+319.7% |
| Participant deferral / active EE | $4,516 | $3,384+33.4% | $5,637-19.9% | $4,027+12.1% |
| Admin fee / account holder | $19,202 | $5,755+233.7% | $14,673+30.9% | $5,403+255.4% |