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 | $155,487 | $63,953+143.1% | $54,726+184.1% | $135,375+14.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -9.64% | -5.77%-3.9pp | -4.56%-5.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $17,096 | $4,256+301.7% | $3,449+395.6% | $4,779+257.7% |
| Participant deferral / active EE | $0 | $4,810-100.0% | $3,953-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,420 | $4,567+128.1% | $3,818+172.9% | $10,827-3.8% |