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 | $138,881 | $79,633+74.4% | $93,789+48.1% | $68,494+102.8% |
| Participation rate | 93.9% | 75.4%+18.6pp | 81.0%+13.0pp | 67.9%+26.1pp |
| Annual return | -20.92% | -0.10%-20.8pp | -11.33%-9.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $4,569 | $3,665+24.7% | $4,323+5.7% | $2,596+76.0% |
| Participant deferral / active EE | $8,545 | $5,158+65.7% | $6,094+40.2% | $4,027+112.2% |
| Admin fee / account holder | $19,774 | $6,871+187.8% | $7,195+174.8% | $5,403+266.0% |