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 | $203,146 | $110,094+84.5% | $151,611+34.0% | $68,494+196.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.42% | -10.12%-9.3pp | 3.33%-22.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $18,451 | $4,471+312.7% | $6,166+199.2% | $2,596+610.7% |
| Participant deferral / active EE | $21,003 | $6,527+221.8% | $8,363+151.1% | $4,027+421.5% |
| Admin fee / account holder | $6,236 | $7,719-19.2% | $11,616-46.3% | $5,403+15.4% |