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 | $143,032 | $82,664+73.0% | $125,339+14.1% | $68,494+108.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.13% | -5.97%-18.2pp | 572.05%-596.2pp | -7.84%-16.3pp |
| Employer contribution / active EE | $15,326 | $3,381+353.3% | $4,814+218.4% | $2,596+490.3% |
| Participant deferral / active EE | $13,017 | $6,110+113.0% | $7,446+74.8% | $4,027+223.2% |
| Admin fee / account holder | $8,580 | $6,275+36.7% | $10,010-14.3% | $5,403+58.8% |