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 | $191,416 | $61,660+210.4% | $80,019+139.2% | $64,186+198.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.82% | -0.33%-7.5pp | 11.22%-19.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $6,455 | $1,810+256.6% | $2,468+161.6% | $2,381+171.1% |
| Participant deferral / active EE | $6,048 | $2,968+103.8% | $3,686+64.1% | $3,470+74.3% |
| Admin fee / account holder | $2,013 | $5,417-62.8% | $6,521-69.1% | $4,888-58.8% |