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 | $146,311 | $82,664+77.0% | $125,339+16.7% | $68,494+113.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.57% | -5.97%-18.6pp | 572.05%-596.6pp | -7.84%-16.7pp |
| Employer contribution / active EE | $9,455 | $3,381+179.6% | $4,814+96.4% | $2,596+264.2% |
| Participant deferral / active EE | $11,366 | $6,110+86.0% | $7,446+52.6% | $4,027+182.2% |
| Admin fee / account holder | $1,701 | $6,275-72.9% | $10,010-83.0% | $5,403-68.5% |