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 | $203,464 | $82,664+146.1% | $125,339+62.3% | $68,494+197.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.04% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $9,608 | $3,381+184.2% | $4,814+99.6% | $2,596+270.1% |
| Participant deferral / active EE | $12,389 | $6,110+102.8% | $7,446+66.4% | $4,027+207.6% |
| Admin fee / account holder | $3,837 | $6,275-38.9% | $10,010-61.7% | $5,403-29.0% |