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 | $245,305 | $71,883+241.3% | $86,677+183.0% | $68,494+258.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.87% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $16,661 | $2,173+666.8% | $2,836+487.4% | $2,596+541.7% |
| Participant deferral / active EE | $9,954 | $3,779+163.4% | $4,656+113.8% | $4,027+147.2% |
| Admin fee / account holder | $2,117 | $6,112-65.4% | $7,493-71.7% | $5,403-60.8% |