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 | $154,891 | $82,286+88.2% | $68,791+125.2% | $134,475+15.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.36% | -2.19%-20.2pp | -6.38%-16.0pp | 417.96%-440.3pp |
| Employer contribution / active EE | $9,359 | $3,301+183.6% | $2,655+252.5% | $4,740+97.5% |
| Participant deferral / active EE | $6,856 | $4,739+44.7% | $3,941+74.0% | $6,400+7.1% |
| Admin fee / account holder | $1,459 | $6,481-77.5% | $4,932-70.4% | $11,426-87.2% |