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 | $150,498 | $82,664+82.1% | $125,339+20.1% | $68,494+119.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.01% | -5.97%-14.0pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $8,973 | $3,381+165.4% | $4,814+86.4% | $2,596+245.6% |
| Participant deferral / active EE | $10,645 | $6,110+74.2% | $7,446+43.0% | $4,027+164.3% |
| Admin fee / account holder | $2,200 | $6,275-64.9% | $10,010-78.0% | $5,403-59.3% |