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 | $109,186 | $59,107+84.7% | $86,436+26.3% | $68,494+59.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -23.31% | -0.23%-23.1pp | 4394.89%-4418.2pp | -7.84%-15.5pp |
| Employer contribution / active EE | $7,658 | $2,519+204.0% | $3,769+103.2% | $2,596+195.0% |
| Participant deferral / active EE | $9,672 | $5,901+63.9% | $6,952+39.1% | $4,027+140.2% |
| Admin fee / account holder | $2,489 | $5,637-55.8% | $6,731-63.0% | $5,403-53.9% |