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 | $248,623 | $110,094+125.8% | $151,611+64.0% | $68,494+263.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.56% | -10.12%-8.4pp | 3.33%-21.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $15,386 | $4,471+244.2% | $6,166+149.5% | $2,596+492.6% |
| Participant deferral / active EE | $16,411 | $6,527+151.4% | $8,363+96.2% | $4,027+307.5% |
| Admin fee / account holder | $6,468 | $7,719-16.2% | $11,616-44.3% | $5,403+19.7% |