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 | $160,423 | $54,380+195.0% | $68,509+134.2% | $59,632+169.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.75% | 2.83%-5.6pp | 8.27%-11.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $6,176 | $1,539+301.4% | $2,278+171.1% | $2,203+180.4% |
| Participant deferral / active EE | $2,104 | $2,643-20.4% | $3,382-37.8% | $3,192-34.1% |
| Admin fee / account holder | $26,547 | $3,885+583.3% | $5,275+403.3% | $4,297+517.8% |