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 | $112,533 | $81,900+37.4% | $119,609-5.9% | $68,494+64.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -21.32% | -23.82%+2.5pp | -14.97%-6.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $11,081 | $2,693+311.4% | $4,232+161.8% | $2,596+326.8% |
| Participant deferral / active EE | $9,967 | $4,148+140.3% | $5,602+77.9% | $4,027+147.5% |
| Admin fee / account holder | $6,487 | $6,582-1.4% | $10,323-37.2% | $5,403+20.1% |