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 | $134,891 | $45,863+194.1% | $77,024+75.1% | $68,494+96.9% |
| Participation rate | 76.0% | 55.9%+20.1pp | 67.9%+8.1pp | 67.9%+8.1pp |
| Annual return | -22.66% | 1.72%-24.4pp | 42.32%-65.0pp | -7.84%-14.8pp |
| Employer contribution / active EE | $3,964 | $1,650+140.3% | $2,812+41.0% | $2,596+52.7% |
| Participant deferral / active EE | $9,976 | $2,962+236.8% | $4,426+125.4% | $4,027+147.7% |
| Admin fee / account holder | $34,762 | $3,041+1043.3% | $5,425+540.7% | $5,403+543.4% |