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 | $167,027 | $73,867+126.1% | $143,757+16.2% | $68,494+143.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.00% | 1.01%-22.0pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $10,382 | $3,184+226.1% | $4,951+109.7% | $2,596+299.9% |
| Participant deferral / active EE | $11,131 | $3,384+228.9% | $5,637+97.5% | $4,027+176.4% |
| Admin fee / account holder | $2,460 | $5,755-57.3% | $14,673-83.2% | $5,403-54.5% |