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 | $219,977 | $59,107+272.2% | $86,436+154.5% | $68,494+221.2% |
| Participation rate | 93.0% | 75.2%+17.8pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -19.63% | -0.23%-19.4pp | 4394.89%-4414.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,617 | $2,519+3.9% | $3,769-30.6% | $2,596+0.8% |
| Participant deferral / active EE | $13,189 | $5,901+123.5% | $6,952+89.7% | $4,027+227.5% |
| Admin fee / account holder | $12,038 | $5,637+113.6% | $6,731+78.8% | $5,403+122.8% |