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 | $218,849 | $131,829+66.0% | $108,579+101.6% | $273,961-20.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.17% | -91.57%+91.4pp | -51.70%+51.5pp | 41.45%-41.6pp |
| Employer contribution / active EE | $10,931 | $4,912+122.5% | $3,758+190.9% | $4,869+124.5% |
| Participant deferral / active EE | $7,745 | $5,127+51.1% | $4,311+79.7% | $5,287+46.5% |
| Admin fee / account holder | $75,714 | $10,252+638.5% | $7,645+890.4% | $10,132+647.3% |