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 | $216,195 | $81,900+164.0% | $119,609+80.8% | $68,494+215.6% |
| Participation rate | 98.9% | 71.9%+27.0pp | 79.3%+19.7pp | 67.9%+31.0pp |
| Annual return | -20.29% | -23.82%+3.5pp | -14.97%-5.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $7,309 | $2,693+171.4% | $4,232+72.7% | $2,596+181.5% |
| Participant deferral / active EE | $6,152 | $4,148+48.3% | $5,602+9.8% | $4,027+52.8% |
| Admin fee / account holder | $3,018 | $6,582-54.1% | $10,323-70.8% | $5,403-44.1% |