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 | $233,337 | $81,900+184.9% | $119,609+95.1% | $68,494+240.7% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -19.42% | -23.82%+4.4pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $17,636 | $2,693+554.8% | $4,232+316.7% | $2,596+579.3% |
| Participant deferral / active EE | $6,564 | $4,148+58.3% | $5,602+17.2% | $4,027+63.0% |
| Admin fee / account holder | $20,637 | $6,582+213.6% | $10,323+99.9% | $5,403+282.0% |