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 | $157,873 | $110,094+43.4% | $151,611+4.1% | $68,494+130.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.01% | -10.12%-10.9pp | 3.33%-24.3pp | -7.84%-13.2pp |
| Employer contribution / active EE | $7,430 | $4,471+66.2% | $6,166+20.5% | $2,596+186.2% |
| Participant deferral / active EE | $14,971 | $6,527+129.4% | $8,363+79.0% | $4,027+271.7% |
| Admin fee / account holder | $2,659 | $7,719-65.6% | $11,616-77.1% | $5,403-50.8% |