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 | $170,417 | $91,538+86.2% | $129,995+31.1% | $75,163+126.7% |
| Participation rate | 98.0% | 71.4%+26.6pp | 78.5%+19.5pp | 67.2%+30.8pp |
| Annual return | -9.04% | -631.11%+622.1pp | -137.18%+128.1pp | 160.62%-169.7pp |
| Employer contribution / active EE | $8,300 | $2,845+191.7% | $4,320+92.1% | $2,670+210.9% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,125 | $6,790-39.2% | $10,614-61.1% | $5,651-27.0% |