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 | $120,751 | $73,004+65.4% | $90,749+33.1% | $68,494+76.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -19.97% | -13.81%-6.2pp | -12.16%-7.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,250 | $2,193+2.6% | $2,921-23.0% | $2,596-13.3% |
| Participant deferral / active EE | $5,049 | $3,627+39.2% | $4,564+10.6% | $4,027+25.4% |
| Admin fee / account holder | $27,143 | $5,896+360.4% | $8,445+221.4% | $5,403+402.4% |