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 | $213,699 | $110,094+94.1% | $151,611+41.0% | $68,494+212.0% |
| Participation rate | 90.3% | 84.0%+6.4pp | 87.5%+2.8pp | 67.9%+22.4pp |
| Annual return | -21.44% | -10.12%-11.3pp | 3.33%-24.8pp | -7.84%-13.6pp |
| Employer contribution / active EE | $8,436 | $4,471+88.7% | $6,166+36.8% | $2,596+224.9% |
| Participant deferral / active EE | $18,649 | $6,527+185.7% | $8,363+123.0% | $4,027+363.1% |
| Admin fee / account holder | $5,164 | $7,719-33.1% | $11,616-55.5% | $5,403-4.4% |