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 | $208,345 | $110,094+89.2% | $151,611+37.4% | $68,494+204.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.71% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $12,670 | $4,471+183.4% | $6,166+105.5% | $2,596+388.0% |
| Participant deferral / active EE | $15,466 | $6,527+136.9% | $8,363+84.9% | $4,027+284.0% |
| Admin fee / account holder | $9,526 | $7,719+23.4% | $11,616-18.0% | $5,403+76.3% |