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 | $227,660 | $64,707+251.8% | $112,228+102.9% | $68,494+232.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -22.88% | -11.40%-11.5pp | 27.45%-50.3pp | -7.84%-15.0pp |
| Employer contribution / active EE | $9,468 | $2,746+244.8% | $3,635+160.5% | $2,596+264.7% |
| Participant deferral / active EE | $11,994 | $3,565+236.5% | $4,728+153.7% | $4,027+197.8% |
| Admin fee / account holder | $34,774 | $5,232+564.6% | $6,410+442.5% | $5,403+543.6% |